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JPL Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

JPL Wealth Management’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 		$62.3K Hold
3,355
– – 0.01% 233
2026
Q1 		$62.6K Buy
+3,355
New +$63.1K 0.01% 208
2025
Q4 		– Sell
-3,355
Closed -$63.1K – 260
2025
Q3 		$63.1K Buy
+3,355
New +$62.9K 0.02% 224

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

JPL Wealth Management's BSCT Position: Q2 2026 in Review

JPL Wealth Management held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 3,355 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #233.

JPL Wealth Management first reported a position in BSCT in Q3 2025 and has held it in 3 quarters since. The position peaked at $63.1K in Q3 2025. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • JPL Wealth Management held 3,355 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $62.3K as of Q2 2026.
  • JPL Wealth Management left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #233 holding.
  • JPL Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $63.1K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.