Kestra Private Wealth Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Kestra Private Wealth 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	$1.45M	Buy	78,193 +6,831	+10%	+$127K	0.02%	713
2026 Q1	$1.33M	Sell	71,362 -111	-0.2%	-$2.09K	0.02%	702
2025 Q4	$1.35M	Buy	71,473 +4,779	+7%	+$90K	0.02%	679
2025 Q3	$1.25M	Sell	66,694 -2,582	-4%	-$48.4K	0.02%	687
2025 Q2	$1.3M	Buy	69,276 +22,443	+48%	+$416K	0.02%	634
2025 Q1	$868K	Buy	46,833 +36,610	+358%	+$674K	0.01%	730
2024 Q4	$187K	Sell	10,223 -336	-3%	-$6.21K	﹤0.01%	1326
2024 Q3	$199K	Buy	+10,559	New	+$196K	﹤0.01%	1273

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

Kestra Private Wealth Services's BSCT Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 9.6% in Q2 2026, buying an estimated $127K and bringing the position to 78,193 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #713.

Kestra Private Wealth Services first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Kestra Private Wealth Services held 78,193 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.45M as of Q2 2026.
Kestra Private Wealth Services bought 6,831 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $127K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #713 holding.
Kestra Private Wealth Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.