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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings's BSCT Position: Q1 2026 in Review

Equitable Holdings increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 9.8% in Q1 2026, buying an estimated $382K and bringing the position to 227,402 shares worth $4.28M. The position accounts for 0.03% of the portfolio, ranked #486.

Equitable Holdings first reported a position in BSCT in Q3 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Equitable Holdings held 227,402 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.28M as of Q1 2026.
  • Equitable Holdings bought 20,308 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $382K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #486 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.