LPL Financial
BSCT icon

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

LPL Financial’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 		$101M Buy
5,418,387
+667,322
+14% +$12.4M 0.02% 653
2026
Q1 		$88.7M Buy
4,751,065
+402,394
+9% +$7.57M 0.02% 642
2025
Q4 		$81.9M Buy
4,348,671
+600,085
+16% +$11.3M 0.02% 641
2025
Q3 		$70.5M Buy
3,748,586
+349,942
+10% +$6.57M 0.02% 682
2025
Q2 		$63.6M Sell
3,398,644
-352,486
-9% -$6.53M 0.02% 655
2025
Q1 		$69.5M Buy
3,751,130
+762,319
+26% +$14M 0.03% 552
2024
Q4 		$54.8M Buy
2,988,811
+1,142,817
+62% +$21.1M 0.02% 614
2024
Q3 		$34.7M Buy
1,845,994
+565,658
+44% +$10.5M 0.02% 772
2024
Q2 		$23.3M Buy
1,280,336
+141,691
+12% +$2.57M 0.01% 892
2024
Q1 		$20.8M Buy
1,138,645
+519,114
+84% +$9.51M 0.01% 927
2023
Q4 		$11.5M Buy
619,531
+287,197
+86% +$5.11M 0.01% 1166
2023
Q3 		$5.82M Buy
332,334
+129,389
+64% +$2.31M ﹤0.01% 1513
2023
Q2 		$3.64M Buy
202,945
+34,770
+21% +$632K ﹤0.01% 1775
2023
Q1 		$3.08M Buy
168,175
+39,125
+30% +$707K ﹤0.01% 1823
2022
Q4 		$2.29M Buy
129,050
+103,480
+405% +$1.83M ﹤0.01% 1974
2022
Q3 		$443K Buy
25,570
+8,784
+52% +$160K ﹤0.01% 3264
2022
Q2 		$305K Buy
+16,786
New +$311K ﹤0.01% 3615
2021
Q4 		– Sell
-20,725
Closed -$437K – 4353
2021
Q3 		$437K Sell
20,725
-600
-3% -$12.8K ﹤0.01% 3340
2021
Q2 		$454K Sell
21,325
-1,412
-6% -$29.6K ﹤0.01% 3255
2021
Q1 		$470K Buy
22,737
+2,969
+15% +$63K ﹤0.01% 3071
2020
Q4 		$431K Buy
19,768
+4,465
+29% +$96.3K ﹤0.01% 2890
2020
Q3 		$328K Buy
15,303
+2,557
+20% +$55.1K ﹤0.01% 2835
2020
Q2 		$270K Buy
12,746
+921
+8% +$18.8K ﹤0.01% 2911
2020
Q1 		$226K Buy
+11,825
New +$238K ﹤0.01% 2721

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
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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

LPL Financial's BSCT Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 14% in Q2 2026, buying an estimated $12.4M and bringing the position to 5,418,387 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #653.

LPL Financial first reported a position in BSCT in Q1 2020 and has held it in 24 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • LPL Financial held 5,418,387 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $101M as of Q2 2026.
  • LPL Financial bought 667,322 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $12.4M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #653 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.