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

Evexia Wealth’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	$1.35M	Sell	73,173 -79,186	-52%	-$1.48M	0.37%	40
2026 Q1	$2.85M	Buy	152,359 +21,996	+17%	+$414K	0.78%	35
2025 Q4	$2.46M	Sell	130,363 -20,755	-14%	-$391K	0.69%	36
2025 Q3	$2.85M	Buy	151,118 +7,333	+5%	+$138K	0.85%	36
2025 Q2	$2.69M	Buy	143,785 +15,633	+12%	+$290K	0.85%	37
2025 Q1	$2.37M	Buy	128,152 +2,762	+2%	+$50.9K	0.86%	37
2024 Q4	$2.3M	Buy	+125,390	New	+$2.32M	0.78%	36

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

Evexia Wealth's BSCT Position: Q2 2026 in Review

Evexia Wealth reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 52% in Q2 2026, selling an estimated $1.48M and leaving 73,173 shares worth $1.35M. The position accounts for 0.37% of the portfolio, ranked #40.

Evexia Wealth first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q1 2026. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Evexia Wealth held 73,173 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.35M as of Q2 2026.
Evexia Wealth sold 79,186 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.48M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.37% of Evexia Wealth's portfolio in Q2 2026, its #40 holding.
Evexia Wealth first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Evexia Wealth's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $2.85M in Q1 2026.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.