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

Meridian Financial Partners’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	$1.26M	Buy	68,041 +210	+0.3%	+$3.91K	0.43%	51
2026 Q1	$1.27M	Buy	67,831 +48,916	+259%	+$920K	0.48%	49
2025 Q4	$355K	Hold	18,915	–	–	0.14%	83
2025 Q3	$356K	Hold	18,915	–	–	0.15%	85
2025 Q2	$354K	Hold	18,915	–	–	0.17%	86
2025 Q1	$350K	Sell	18,915 -75	-0.4%	-$1.38K	0.18%	80
2024 Q4	$348K	Sell	18,990 -6,498	-25%	-$120K	0.18%	77
2024 Q3	$479K	Buy	+25,488	New	+$474K	0.24%	64

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

Meridian Financial Partners's BSCT Position: Q2 2026 in Review

Meridian Financial Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.31% in Q2 2026, buying an estimated $3.91K and bringing the position to 68,041 shares worth $1.26M. The position accounts for 0.43% of the portfolio, ranked #51.

Meridian Financial Partners first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q1 2026. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Meridian Financial Partners held 68,041 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.26M as of Q2 2026.
Meridian Financial Partners bought 210 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $3.91K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.43% of Meridian Financial Partners's portfolio in Q2 2026, its #51 holding.
Meridian Financial Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Meridian Financial Partners's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.27M in Q1 2026.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.