Global Wealth Strategies & Associates’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Global Wealth Strategies & Associates’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	$418K	Sell	22,508 -883	-4%	-$16.5K	0.08%	62
2026 Q1	$436K	Sell	23,391 -5,974	-20%	-$112K	0.11%	51
2025 Q4	$553K	Sell	29,365 -11,798	-29%	-$222K	0.14%	34
2025 Q3	$774K	Buy	+41,163	New	+$772K	0.2%	29

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

Global Wealth Strategies & Associates's BSCT Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.8% in Q2 2026, selling an estimated $16.5K and leaving 22,508 shares worth $418K. The position accounts for 0.08% of the portfolio, ranked #62.

Global Wealth Strategies & Associates first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. The position peaked at $774K in Q3 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Global Wealth Strategies & Associates held 22,508 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $418K as of Q2 2026.
Global Wealth Strategies & Associates sold 883 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $16.5K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.08% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #62 holding.
Global Wealth Strategies & Associates first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Global Wealth Strategies & Associates's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $774K in Q3 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.