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CreativeOne Wealth’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

CreativeOne Wealth’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 		$237K Buy
12,746
+913
+8% +$17K 0.01% 1100
2026
Q1 		$221K Buy
11,833
+597
+5% +$11.2K 0.01% 1093
2025
Q4 		$212K Buy
11,236
+1,075
+11% +$20.3K 0.01% 1097
2025
Q3 		$191K Buy
+10,161
New +$191K ﹤0.01% 1112

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CreativeOne Wealth's BSCT Position: Q2 2026 in Review

CreativeOne Wealth increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 7.7% in Q2 2026, buying an estimated $17K and bringing the position to 12,746 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1100.

CreativeOne Wealth first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • CreativeOne Wealth held 12,746 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $237K as of Q2 2026.
  • CreativeOne Wealth bought 913 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $17K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1100 holding.
  • CreativeOne Wealth first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.