BFC Planning, Inc.’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

BFC Planning, Inc.’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	$5.29K	Hold	285	–	–	﹤0.01%	2655
2026 Q1	$5.32K	Hold	285	–	–	﹤0.01%	2289
2025 Q4	$5.37K	Hold	285	–	–	﹤0.01%	2331
2025 Q3	$5.36K	Buy	+285	New	+$5.35K	﹤0.01%	2174

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

BFC Planning, Inc.'s BSCT Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 285 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

BFC Planning, Inc. first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.37K in Q4 2025. 354 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

BFC Planning, Inc. held 285 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.29K as of Q2 2026.
BFC Planning, Inc. left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2655 holding.
BFC Planning, Inc. first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s Invesco BulletShares 2029 Corporate Bond ETF position peaked at $5.37K in Q4 2025.
354 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.