Envestnet Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Envestnet Asset Management’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	$42.3M	Buy	2,274,983 +147,973	+7%	+$2.76M	0.01%	956
2026 Q1	$39.7M	Buy	2,127,010 +206,382	+11%	+$3.88M	0.01%	915
2025 Q4	$36.2M	Buy	1,920,628 +103,777	+6%	+$1.96M	0.01%	898
2025 Q3	$34.2M	Buy	1,816,851 +95,150	+6%	+$1.79M	0.01%	952
2025 Q2	$32.2M	Buy	1,721,701 +9,254	+0.5%	+$171K	0.01%	967
2025 Q1	$31.7M	Buy	1,712,447 +118,043	+7%	+$2.17M	0.01%	919
2024 Q4	$29.2M	Buy	1,594,404 +235,349	+17%	+$4.35M	0.01%	966
2024 Q3	$25.6M	Sell	1,359,055 -63,900	-4%	-$1.19M	0.01%	1037
2024 Q2	$25.8M	Buy	1,422,955 +64,450	+5%	+$1.17M	0.01%	979
2024 Q1	$24.9M	Buy	1,358,505 +1,286,948	+1,798%	+$23.6M	0.01%	987
2023 Q4	$1.33M	Buy	71,557 +15,565	+28%	+$277K	﹤0.01%	2722
2023 Q3	$981K	Buy	55,992 +42,731	+322%	+$762K	﹤0.01%	2827
2023 Q2	$238K	Buy	+13,261	New	+$241K	﹤0.01%	3611

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

Envestnet Asset Management's BSCT Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 7% in Q2 2026, buying an estimated $2.76M and bringing the position to 2,274,983 shares worth $42.3M. The position accounts for 0.01% of the portfolio, ranked #956.

Envestnet Asset Management first reported a position in BSCT in Q2 2023 and has held it in 13 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Envestnet Asset Management held 2,274,983 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $42.3M as of Q2 2026.
Envestnet Asset Management bought 147,973 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $2.76M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #956 holding.
Envestnet Asset Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.