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 Q2	$890K	Sell	47,936 -12,586	-21%	-$235K	﹤0.01%	2739
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's BSCT Position: Q2 2026 in Review

Creative Planning reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 21% in Q2 2026, selling an estimated $235K and leaving 47,936 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #2739.

Creative Planning first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q1 2025. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Creative Planning held 47,936 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $890K as of Q2 2026.
Creative Planning sold 12,586 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $235K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2739 holding.
Creative Planning first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Creative Planning's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.18M in Q1 2025.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.