Creative Planning’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Creative Planning’s Portfolio BSCT Stock Details BSCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Buy	60,522 +5,028	+9%	+$94.6K	﹤0.01%	2360
2025 Q4	$1.05M	Sell	55,494 -6,140	-10%	-$116K	﹤0.01%	2242
2025 Q3	$1.16M	Buy	61,634 +4,634	+8%	+$86.9K	﹤0.01%	1981
2025 Q2	$1.07M	Sell	57,000 -6,568	-10%	-$122K	﹤0.01%	1801
2025 Q1	$1.18M	Buy	63,568 +38,017	+149%	+$700K	﹤0.01%	1590
2024 Q4	$469K	Buy	25,551 +14,685	+135%	+$272K	﹤0.01%	2288
2024 Q3	$204K	Buy	+10,866	New	+$202K	﹤0.01%	2818

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's BSCT Position: Q1 2026 in Review

Creative Planning increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 9.1% in Q1 2026, buying an estimated $94.6K and bringing the position to 60,522 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Creative Planning first reported a position in BSCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Creative Planning held 60,522 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.13M as of Q1 2026.
Creative Planning bought 5,028 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $94.6K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2360 holding.
Creative Planning first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Creative Planning's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.18M in Q1 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.