Lummis Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Lummis Asset 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	$3.01K	Hold	162	–	–	﹤0.01%	161
2026 Q1	$3.02K	Hold	162	–	–	﹤0.01%	165
2025 Q4	$3.05K	Buy	+162	New	+$3.05K	﹤0.01%	159

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

Lummis Asset Management's BSCT Position: Q2 2026 in Review

Lummis Asset Management held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 162 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Lummis Asset Management first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.05K in Q4 2025. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Lummis Asset Management held 162 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.01K as of Q2 2026.
Lummis Asset 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 Lummis Asset Management's portfolio in Q2 2026, its #161 holding.
Lummis Asset Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Lummis Asset Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.05K in Q4 2025.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.