Foundations Investment Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Foundations Investment Advisors’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	$515K	Sell	27,726 -1,702	-6%	-$31.7K	0.01%	768
2026 Q1	$549K	Buy	29,428 +172	+0.6%	+$3.23K	0.01%	686
2025 Q4	$551K	Sell	29,256 -1,653	-5%	-$31.1K	0.01%	689
2025 Q3	$581K	Sell	30,909 -896	-3%	-$16.8K	0.01%	615
2025 Q2	$595K	Buy	31,805 +124	+0.4%	+$2.3K	0.01%	541
2025 Q1	$587K	Buy	31,681 +2,023	+7%	+$37.3K	0.01%	536
2024 Q4	$544K	Buy	+29,658	New	+$549K	0.01%	524

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

Foundations Investment Advisors's BSCT Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.8% in Q2 2026, selling an estimated $31.7K and leaving 27,726 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #768.

Foundations Investment Advisors first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $595K in Q2 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Foundations Investment Advisors held 27,726 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $515K as of Q2 2026.
Foundations Investment Advisors sold 1,702 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $31.7K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #768 holding.
Foundations Investment Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Foundations Investment Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $595K in Q2 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.