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

Genesis Wealth 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 		$601K Hold
32,350
– – 0.36% 28
2026
Q1 		$604K Hold
32,350
– – 0.4% 24
2025
Q4 		$609K Buy
+32,350
New +$609K 0.42% 27

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

Genesis Wealth Advisors's BSCT Position: Q2 2026 in Review

Genesis Wealth Advisors held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 32,350 shares worth $601K. The position accounts for 0.36% of the portfolio, ranked #28.

Genesis Wealth Advisors first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $609K in Q4 2025. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Genesis Wealth Advisors held 32,350 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $601K as of Q2 2026.
  • Genesis Wealth Advisors left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.36% of Genesis Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Genesis Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $609K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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