Heritage Trust’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Heritage Trust’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 Q1	$2.27M	Buy	121,581 +28,462	+31%	+$535K	0.23%	105
2025 Q4	$1.75M	Buy	93,119 +16,558	+22%	+$312K	0.18%	123
2025 Q3	$1.44M	Buy	76,561 +13,114	+21%	+$246K	0.15%	139
2025 Q2	$1.19M	Buy	63,447 +15,809	+33%	+$293K	0.14%	149
2025 Q1	$883K	Buy	47,638 +9,849	+26%	+$181K	0.11%	163
2024 Q4	$693K	Buy	+37,789	New	+$699K	0.08%	179
2024 Q2	$243K	Buy	+13,375	New	+$242K	0.03%	262

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Trust's BSCT Position: Q1 2026 in Review

Heritage Trust increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 31% in Q1 2026, buying an estimated $535K and bringing the position to 121,581 shares worth $2.27M. The position accounts for 0.23% of the portfolio, ranked #105.

Heritage Trust first reported a position in BSCT in Q2 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Heritage Trust held 121,581 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.27M as of Q1 2026.
Heritage Trust bought 28,462 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $535K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.23% of Heritage Trust's portfolio in Q1 2026, its #105 holding.
Heritage Trust first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.