Kathmere Capital Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Kathmere Capital 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	$7.9M	Buy	425,184 +70,453	+20%	+$1.31M	0.42%	51
2026 Q1	$6.62M	Sell	354,731 -969	-0.3%	-$18.2K	0.41%	50
2025 Q4	$6.7M	Buy	355,700 +405	+0.1%	+$7.63K	0.45%	46
2025 Q3	$6.68M	Buy	355,295 +14,427	+4%	+$271K	0.47%	45
2025 Q2	$6.37M	Sell	340,868 -21,845	-6%	-$405K	0.49%	44
2025 Q1	$6.72M	Buy	362,713 +103,368	+40%	+$1.9M	0.57%	40
2024 Q4	$4.76M	Buy	+259,345	New	+$4.8M	0.43%	46

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

Kathmere Capital Management's BSCT Position: Q2 2026 in Review

Kathmere Capital Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 20% in Q2 2026, buying an estimated $1.31M and bringing the position to 425,184 shares worth $7.9M. The position accounts for 0.42% of the portfolio, ranked #51.

Kathmere Capital Management first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Kathmere Capital Management held 425,184 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.9M as of Q2 2026.
Kathmere Capital Management bought 70,453 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.31M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.42% of Kathmere Capital Management's portfolio in Q2 2026, its #51 holding.
Kathmere Capital Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.