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Integrated Wealth Concepts’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Integrated Wealth Concepts’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 		$2.99M Buy
160,831
+24,034
+18% +$448K 0.02% 690
2026
Q1 		$2.55M Buy
136,797
+45,617
+50% +$858K 0.02% 667
2025
Q4 		$1.72M Sell
91,180
-5,784
-6% -$109K 0.02% 572
2025
Q3 		$1.82M Buy
96,964
+7,848
+9% +$147K 0.02% 707
2025
Q2 		$1.67M Buy
89,116
+20,516
+30% +$380K 0.02% 683
2025
Q1 		$1.27M Buy
68,600
+23,017
+50% +$424K 0.01% 723
2024
Q4 		$836K Buy
45,583
+10,901
+31% +$202K 0.01% 896
2024
Q3 		$652K Buy
34,682
+5,006
+17% +$93.1K 0.01% 972
2024
Q2 		$539K Buy
29,676
+14,045
+90% +$254K 0.01% 1013
2024
Q1 		$286K Buy
15,631
+4,168
+36% +$76.3K ﹤0.01% 1345
2023
Q4 		$213K Buy
+11,463
New +$204K ﹤0.01% 1442

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

Integrated Wealth Concepts's BSCT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 18% in Q2 2026, buying an estimated $448K and bringing the position to 160,831 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #690.

Integrated Wealth Concepts first reported a position in BSCT in Q4 2023 and has held it in 11 quarters since. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Integrated Wealth Concepts held 160,831 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.99M as of Q2 2026.
  • Integrated Wealth Concepts bought 24,034 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $448K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #690 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.