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

Larson 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	$304K	Sell	16,392 -2,021	-11%	-$37.7K	0.01%	698
2026 Q1	$344K	Buy	18,413 +171	+0.9%	+$3.22K	0.01%	582
2025 Q4	$344K	Buy	18,242 +2,607	+17%	+$49.1K	0.01%	571
2025 Q3	$294K	Buy	15,635 +164	+1%	+$3.08K	0.01%	606
2025 Q2	$289K	Sell	15,471 -1,577	-9%	-$29.2K	0.01%	584
2025 Q1	$316K	Buy	17,048 +4,136	+32%	+$76.2K	0.02%	513
2024 Q4	$237K	Sell	12,912 -729	-5%	-$13.5K	0.01%	529
2024 Q3	$257K	Buy	13,641 +6,237	+84%	+$116K	0.01%	515
2024 Q2	$134K	Buy	+7,404	New	+$134K	0.01%	575

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

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

Larson Financial Group reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 11% in Q2 2026, selling an estimated $37.7K and leaving 16,392 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #698.

Larson Financial Group first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. The position peaked at $344K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Larson Financial Group held 16,392 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $304K as of Q2 2026.
Larson Financial Group sold 2,021 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $37.7K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #698 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $344K in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.