IMA Advisory Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

IMA Advisory Services’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	$754K	Sell	40,608 -1,209,543	-97%	-$22.5M	0.05%	199
2026 Q1	$23.3M	Buy	1,250,151 +28,527	+2%	+$537K	2.28%	11
2025 Q4	$23M	Buy	1,221,624 +72,559	+6%	+$1.37M	2.21%	11
2025 Q3	$21.6M	Buy	1,149,065 +22,699	+2%	+$426K	2.18%	11
2025 Q2	$21.1M	Buy	1,126,366 +60,061	+6%	+$1.11M	2.26%	10
2025 Q1	$19.8M	Buy	+1,066,305	New	+$19.6M	2.34%	10

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

IMA Advisory Services's BSCT Position: Q2 2026 in Review

IMA Advisory Services reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 97% in Q2 2026, selling an estimated $22.5M and leaving 40,608 shares worth $754K. The position accounts for 0.05% of the portfolio, ranked #199.

IMA Advisory Services first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.3M in Q1 2026. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

IMA Advisory Services held 40,608 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $754K as of Q2 2026.
IMA Advisory Services sold 1,209,543 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $22.5M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.05% of IMA Advisory Services's portfolio in Q2 2026, its #199 holding.
IMA Advisory Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
IMA Advisory Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $23.3M in Q1 2026.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.