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Evergreen Wealth Solutions’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Evergreen Wealth Solutions’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 		$4.95M Buy
266,234
+63,492
+31% +$1.18M 0.26% 72
2026
Q1 		$3.78M Buy
202,742
+3,040
+2% +$57.2K 0.27% 72
2025
Q4 		$3.76M Buy
+199,702
New +$3.76M 0.52% 36

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

Evergreen Wealth Solutions's BSCT Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 31% in Q2 2026, buying an estimated $1.18M and bringing the position to 266,234 shares worth $4.95M. The position accounts for 0.26% of the portfolio, ranked #72.

Evergreen Wealth Solutions first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Evergreen Wealth Solutions held 266,234 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.95M as of Q2 2026.
  • Evergreen Wealth Solutions bought 63,492 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.18M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.26% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #72 holding.
  • Evergreen Wealth Solutions first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.