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

Geneos Wealth Management’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 		$4.15M Buy
223,495
+7,448
+3% +$139K 0.08% 251
2026
Q1 		$4.03M Buy
216,047
+11,471
+6% +$216K 0.09% 237
2025
Q4 		$3.85M Buy
204,576
+17,428
+9% +$328K 0.09% 248
2025
Q3 		$3.52M Sell
187,148
-40,553
-18% -$761K 0.09% 259
2025
Q2 		$4.26M Buy
227,701
+90,238
+66% +$1.67M 0.1% 242
2025
Q1 		$2.55M Buy
137,463
+16,857
+14% +$310K 0.09% 270
2024
Q4 		$2.21M Buy
120,606
+3,061
+3% +$56.6K 0.08% 277
2024
Q3 		$2.21M Buy
117,545
+111,194
+1,751% +$2.07M 0.08% 269
2024
Q2 		$115K Hold
6,351
– – 0.01% 834
2024
Q1 		$116K Hold
6,351
– – 0.01% 815
2023
Q4 		$118K Buy
6,351
+2,468
+64% +$43.9K 0.01% 795
2023
Q3 		$68.1K Buy
3,883
+378
+11% +$6.74K ﹤0.01% 983
2023
Q2 		$62.9K Buy
3,505
+493
+16% +$8.96K ﹤0.01% 1011
2023
Q1 		$55.1K Hold
3,012
– – ﹤0.01% 1042
2022
Q4 		$53.6K Sell
3,012
-416
-12% -$7.34K ﹤0.01% 1033
2022
Q3 		$59K Hold
3,428
– – ﹤0.01% 969
2022
Q2 		$62K Buy
+3,428
New +$63.4K ﹤0.01% 1186

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

Geneos Wealth Management's BSCT Position: Q2 2026 in Review

Geneos Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.4% in Q2 2026, buying an estimated $139K and bringing the position to 223,495 shares worth $4.15M. The position accounts for 0.08% of the portfolio, ranked #251.

Geneos Wealth Management first reported a position in BSCT in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.26M in Q2 2025. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Geneos Wealth Management held 223,495 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.15M as of Q2 2026.
  • Geneos Wealth Management bought 7,448 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $139K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.08% of Geneos Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Geneos Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Geneos Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $4.26M in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.