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Meriwether Wealth & Planning’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Meriwether Wealth & Planning’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 		$358K Sell
19,268
-70
-0.4% -$1.3K 0.18% 83
2026
Q1 		$361K Buy
+19,338
New +$364K 0.2% 78

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Meriwether Wealth & Planning's BSCT Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.36% in Q2 2026, selling an estimated $1.3K and leaving 19,268 shares worth $358K. The position accounts for 0.18% of the portfolio, ranked #83.

Meriwether Wealth & Planning first reported a position in BSCT in Q1 2026 and has held it in 2 quarters since. The position peaked at $361K in Q1 2026. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Meriwether Wealth & Planning held 19,268 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $358K as of Q2 2026.
  • Meriwether Wealth & Planning sold 70 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.3K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.18% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #83 holding.
  • Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $361K in Q1 2026.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.