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

Cypress Wealth Services’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	$812K	Buy	43,735 +2,768	+7%	+$51.6K	0.1%	157
2026 Q1	$764K	Sell	40,967 -5,534	-12%	-$104K	0.11%	151
2025 Q4	$876K	Sell	46,501 -1,170	-2%	-$22K	0.12%	134
2025 Q3	$897K	Buy	47,671 +908	+2%	+$17K	0.15%	115
2025 Q2	$874K	Sell	46,763 -785	-2%	-$14.5K	0.16%	112
2025 Q1	$881K	Buy	+47,548	New	+$876K	0.18%	100

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

Cypress Wealth Services's BSCT Position: Q2 2026 in Review

Cypress Wealth Services increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.8% in Q2 2026, buying an estimated $51.6K and bringing the position to 43,735 shares worth $812K. The position accounts for 0.1% of the portfolio, ranked #157.

Cypress Wealth Services first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $897K in Q3 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Cypress Wealth Services held 43,735 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $812K as of Q2 2026.
Cypress Wealth Services bought 2,768 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $51.6K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of Cypress Wealth Services's portfolio in Q2 2026, its #157 holding.
Cypress Wealth Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Cypress Wealth Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $897K in Q3 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.