Crews Bank & Trust’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Crews Bank & Trust’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	$260K	Sell	14,000 -1,500	-10%	-$28K	0.03%	204
2026 Q1	$289K	Hold	15,500	–	–	0.04%	191
2025 Q4	$292K	Buy	15,500 +1,100	+8%	+$20.7K	0.04%	185
2025 Q3	$271K	Hold	14,400	–	–	0.04%	197
2025 Q2	$269K	Buy	14,400 +1,500	+12%	+$27.8K	0.04%	196
2025 Q1	$239K	Hold	12,900	–	–	0.04%	201
2024 Q4	$237K	Buy	+12,900	New	+$239K	0.04%	198

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

Crews Bank & Trust's BSCT Position: Q2 2026 in Review

Crews Bank & Trust reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 9.7% in Q2 2026, selling an estimated $28K and leaving 14,000 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #204.

Crews Bank & Trust first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Crews Bank & Trust held 14,000 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $260K as of Q2 2026.
Crews Bank & Trust sold 1,500 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $28K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Crews Bank & Trust's portfolio in Q2 2026, its #204 holding.
Crews Bank & Trust first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $292K in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.