Marietta Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Marietta Wealth 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	$7.74M	Buy	416,957 +20,576	+5%	+$383K	0.8%	54
2026 Q1	$7.4M	Buy	396,381 +20,819	+6%	+$392K	0.88%	52
2025 Q4	$7.07M	Buy	375,562 +19,286	+5%	+$363K	0.82%	53
2025 Q3	$6.7M	Buy	356,276 +14,587	+4%	+$274K	0.82%	52
2025 Q2	$6.39M	Buy	341,689 +6,834	+2%	+$127K	0.83%	51
2025 Q1	$6.2M	Buy	334,855 +9,069	+3%	+$167K	0.91%	52
2024 Q4	$5.97M	Buy	325,786 +4,608	+1%	+$85.2K	0.86%	47
2024 Q3	$6.04M	Buy	321,178 +4,389	+1%	+$81.6K	0.88%	45
2024 Q2	$5.75M	Buy	316,789 +1,508	+0.5%	+$27.3K	0.9%	47
2024 Q1	$5.77M	Buy	315,281 +23,425	+8%	+$429K	0.95%	45
2023 Q4	$5.41M	Sell	291,856 -1,665	-0.6%	-$29.6K	0.96%	41
2023 Q3	$5.14M	Sell	293,521 -4,385	-1%	-$78.2K	1.02%	44
2023 Q2	$5.35M	Buy	297,906 +11,938	+4%	+$217K	1.01%	45
2023 Q1	$5.23M	Buy	285,968 +17,216	+6%	+$311K	1.11%	43
2022 Q4	$4.78M	Buy	+268,752	New	+$4.74M	1.08%	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

Marietta Wealth Management's BSCT Position: Q2 2026 in Review

Marietta Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.2% in Q2 2026, buying an estimated $383K and bringing the position to 416,957 shares worth $7.74M. The position accounts for 0.8% of the portfolio, ranked #54.

Marietta Wealth Management first reported a position in BSCT in Q4 2022 and has held it in 15 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Marietta Wealth Management held 416,957 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.74M as of Q2 2026.
Marietta Wealth Management bought 20,576 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $383K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.8% of Marietta Wealth Management's portfolio in Q2 2026, its #54 holding.
Marietta Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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