HUB Investment Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

HUB Investment Partners’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	$9.01M	Buy	484,980 +59,004	+14%	+$1.1M	0.16%	121
2026 Q1	$7.95M	Buy	425,976 +16,415	+4%	+$309K	0.19%	115
2025 Q4	$7.71M	Buy	409,561 +19,735	+5%	+$372K	0.2%	102
2025 Q3	$7.33M	Buy	389,826 +11,431	+3%	+$214K	0.24%	99
2025 Q2	$7.08M	Buy	378,395 +2,540	+0.7%	+$47.1K	0.24%	89
2025 Q1	$6.96M	Buy	375,855 +24,811	+7%	+$457K	0.28%	91
2024 Q4	$6.44M	Sell	351,044 -57,547	-14%	-$1.06M	0.27%	94
2024 Q3	$7.69M	Buy	408,591 +17,154	+4%	+$319K	0.34%	78
2024 Q2	$7.11M	Buy	391,437 +47,836	+14%	+$866K	0.27%	80
2024 Q1	$6.29M	Buy	343,601 +92,335	+37%	+$1.69M	0.34%	75
2023 Q4	$4.66M	Buy	+251,266	New	+$4.47M	0.32%	85

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

HUB Investment Partners's BSCT Position: Q2 2026 in Review

HUB Investment Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 14% in Q2 2026, buying an estimated $1.1M and bringing the position to 484,980 shares worth $9.01M. The position accounts for 0.16% of the portfolio, ranked #121.

HUB Investment Partners 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.

HUB Investment Partners held 484,980 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $9.01M as of Q2 2026.
HUB Investment Partners bought 59,004 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.1M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.16% of HUB Investment Partners's portfolio in Q2 2026, its #121 holding.
HUB Investment Partners 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 HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.