Gladstone Institutional Advisory’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Gladstone Institutional Advisory’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	$4.99M	Buy	268,434 +5,308	+2%	+$98.9K	0.16%	133
2026 Q1	$4.91M	Buy	263,126 +13,701	+5%	+$258K	0.18%	126
2025 Q4	$4.7M	Buy	249,425 +11,802	+5%	+$222K	0.18%	126
2025 Q3	$4.47M	Buy	237,623 +6,318	+3%	+$119K	0.17%	134
2025 Q2	$4.33M	Sell	231,305 -276	-0.1%	-$5.11K	0.18%	131
2025 Q1	$4.29M	Buy	231,581 +35,942	+18%	+$662K	0.2%	125
2024 Q4	$3.59M	Buy	195,639 +179,010	+1,076%	+$3.31M	0.17%	144
2024 Q3	$313K	Buy	16,629 +3,770	+29%	+$70.1K	0.02%	568
2024 Q2	$234K	Buy	12,859 +2,750	+27%	+$49.8K	0.01%	593
2024 Q1	$185K	Buy	+10,109	New	+$185K	0.01%	612

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

Gladstone Institutional Advisory's BSCT Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2% in Q2 2026, buying an estimated $98.9K and bringing the position to 268,434 shares worth $4.99M. The position accounts for 0.16% of the portfolio, ranked #133.

Gladstone Institutional Advisory first reported a position in BSCT in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Gladstone Institutional Advisory held 268,434 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.99M as of Q2 2026.
Gladstone Institutional Advisory bought 5,308 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $98.9K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.16% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #133 holding.
Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.