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

Golden State 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	$1.12K	Buy	60 +1	+2%	+$19	﹤0.01%	1472
2026 Q1	$1.11K	Buy	59 +1	+2%	+$19	﹤0.01%	1434
2025 Q4	$1.11K	Hold	58	–	–	﹤0.01%	1498
2025 Q3	$1.09K	Buy	+58	New	+$1.09K	﹤0.01%	1495

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

Golden State Wealth Management's BSCT Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.7% in Q2 2026, buying an estimated $19 and bringing the position to 60 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Golden State Wealth Management first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Golden State Wealth Management held 60 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.12K as of Q2 2026.
Golden State Wealth Management bought 1 Invesco BulletShares 2029 Corporate Bond ETF share in Q2 2026, an estimated $19.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1472 holding.
Golden State Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.