Independent Financial Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Independent Financial Group’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	$368K	Sell	19,803 -2,153	-10%	-$40.1K	0.01%	1131
2026 Q1	$410K	Buy	21,956 +33	+0.2%	+$621	0.01%	1024
2025 Q4	$413K	Buy	21,923 +2,282	+12%	+$43K	0.01%	989
2025 Q3	$369K	Sell	19,641 -1,227	-6%	-$23K	0.01%	984
2025 Q2	$390K	Buy	20,868 +1,085	+5%	+$20.1K	0.01%	893
2025 Q1	$367K	Buy	19,783 +4,274	+28%	+$78.7K	0.01%	848
2024 Q4	$284K	Buy	+15,509	New	+$287K	0.01%	919

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

Independent Financial Group's BSCT Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 9.8% in Q2 2026, selling an estimated $40.1K and leaving 19,803 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #1131.

Independent Financial Group first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $413K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Independent Financial Group held 19,803 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $368K as of Q2 2026.
Independent Financial Group sold 2,153 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $40.1K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1131 holding.
Independent Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $413K in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.