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Ellevest Inc’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Ellevest Inc’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 		$2.63M Buy
141,843
+3,917
+3% +$73K 0.31% 44
2026
Q1 		$2.57M Buy
137,926
+1,130
+0.8% +$21.3K 0.36% 38
2025
Q4 		$2.58M Buy
136,796
+10,091
+8% +$190K 0.36% 37
2025
Q3 		$2.38M Buy
126,705
+3,935
+3% +$73.8K 0.34% 37
2025
Q2 		$2.3M Buy
122,770
+2,082
+2% +$38.6K 0.37% 38
2025
Q1 		$2.24M Buy
120,688
+6,998
+6% +$129K 0.15% 47
2024
Q4 		$2.09M Buy
113,690
+37,889
+50% +$701K 0.12% 55
2024
Q3 		$1.43M Buy
75,801
+16,017
+27% +$298K 0.08% 74
2024
Q2 		$1.09M Buy
59,784
+6,553
+12% +$119K 0.07% 89
2024
Q1 		$974K Buy
53,231
+8,800
+20% +$161K 0.06% 99
2023
Q4 		$824K Buy
44,431
+13,334
+43% +$237K 0.06% 104
2023
Q3 		$545K Buy
31,097
+6,894
+28% +$123K 0.04% 135
2023
Q2 		$434K Buy
24,203
+481
+2% +$8.74K 0.03% 188
2023
Q1 		$434K Sell
23,722
-2,248
-9% -$40.6K 0.03% 163
2022
Q4 		$462K Buy
25,970
+189
+0.7% +$3.33K 0.04% 133
2022
Q3 		$447K Sell
25,781
-860
-3% -$15.7K 0.04% 111
2022
Q2 		$484K Sell
26,641
-1,256
-5% -$23.2K 0.05% 107
2022
Q1 		$543K Sell
27,897
-433
-2% -$8.68K 0.05% 102
2021
Q4 		$593K Sell
28,330
-163
-0.6% -$3.42K 0.05% 88
2021
Q3 		$601K Sell
28,493
-112
-0.4% -$2.4K 0.06% 80
2021
Q2 		$608K Sell
28,605
-135
-0.5% -$2.83K 0.06% 72
2021
Q1 		$595K Buy
28,740
+3,624
+14% +$76.9K 0.07% 75
2020
Q4 		$548K Buy
25,116
+1,449
+6% +$31.2K 0.08% 61
2020
Q3 		$507K Buy
23,667
+3,833
+19% +$82.5K 0.09% 56
2020
Q2 		$421K Buy
19,834
+3,056
+18% +$62.5K 0.09% 56
2020
Q1 		$321K Buy
16,778
+2,648
+19% +$53.2K 0.09% 59
2019
Q4 		$285K Buy
+14,130
New +$285K 0.08% 50

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

Ellevest Inc's BSCT Position: Q2 2026 in Review

Ellevest Inc increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.8% in Q2 2026, buying an estimated $73K and bringing the position to 141,843 shares worth $2.63M. The position accounts for 0.31% of the portfolio, ranked #44.

Ellevest Inc first reported a position in BSCT in Q4 2019 and has held it in 27 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Ellevest Inc held 141,843 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.63M as of Q2 2026.
  • Ellevest Inc bought 3,917 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $73K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.31% of Ellevest Inc's portfolio in Q2 2026, its #44 holding.
  • Ellevest Inc first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.