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

HB 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 		$636K Buy
34,224
+266
+0.8% +$4.96K ﹤0.01% 984
2026
Q1 		$634K Buy
33,958
+2,113
+7% +$39.7K ﹤0.01% 861
2025
Q4 		$600K Buy
31,845
+254
+0.8% +$4.79K ﹤0.01% 829
2025
Q3 		$594K Sell
31,591
-2,319
-7% -$43.5K ﹤0.01% 789
2025
Q2 		$634K Buy
33,910
+799
+2% +$14.8K 0.01% 667
2025
Q1 		$614K Buy
33,111
+244
+0.7% +$4.49K 0.01% 701
2024
Q4 		$603K Buy
32,867
+2,880
+10% +$53.3K 0.01% 559
2024
Q3 		$564K Buy
29,987
+11,827
+65% +$220K 0.01% 552
2024
Q2 		$330K Buy
18,160
+158
+0.9% +$2.86K ﹤0.01% 683
2024
Q1 		$329K Buy
18,002
+954
+6% +$17.5K ﹤0.01% 631
2023
Q4 		$316K Buy
+17,048
New +$303K ﹤0.01% 596

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

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

HB Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.78% in Q2 2026, buying an estimated $4.96K and bringing the position to 34,224 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

HB Wealth Management first reported a position in BSCT in Q4 2023 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • HB Wealth Management held 34,224 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $636K as of Q2 2026.
  • HB Wealth Management bought 266 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $4.96K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #984 holding.
  • HB Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.