Equitable Holdings’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Equitable Holdings’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	$4.7M	Buy	253,280 +25,878	+11%	+$482K	0.03%	474
2026 Q1	$4.28M	Buy	227,402 +20,308	+10%	+$382K	0.03%	486
2025 Q4	$3.9M	Buy	207,094 +32,178	+18%	+$606K	0.03%	437
2025 Q3	$3.29M	Buy	174,916 +25,221	+17%	+$473K	0.02%	463
2025 Q2	$2.8M	Buy	149,695 +6,570	+5%	+$122K	0.02%	478
2025 Q1	$2.65M	Buy	143,125 +4,966	+4%	+$91.5K	0.03%	440
2024 Q4	$2.53M	Buy	138,159 +29,028	+27%	+$537K	0.02%	422
2024 Q3	$2.05M	Sell	109,131 -9,793	-8%	-$182K	0.02%	483
2024 Q2	$2.16M	Buy	118,924 +5,284	+5%	+$95.7K	0.02%	437
2024 Q1	$2.08M	Buy	113,640 +78,913	+227%	+$1.44M	0.02%	437
2023 Q4	$644K	Buy	34,727 +18,993	+121%	+$338K	0.01%	695
2023 Q3	$276K	Buy	+15,734	New	+$281K	﹤0.01%	893

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

Equitable Holdings's BSCT Position: Q2 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 11% in Q2 2026, buying an estimated $482K and bringing the position to 253,280 shares worth $4.7M. The position accounts for 0.03% of the portfolio, ranked #474.

Equitable Holdings first reported a position in BSCT in Q3 2023 and has held it in 12 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Equitable Holdings held 253,280 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.7M as of Q2 2026.
Equitable Holdings bought 25,878 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $482K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #474 holding.
Equitable Holdings first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.