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

Morris Financial Concepts’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	$197K	Hold	10,605	–	–	0.06%	143
2026 Q1	$198K	Hold	10,605	–	–	0.07%	140
2025 Q4	$200K	Hold	10,605	–	–	0.07%	136
2025 Q3	$199K	Hold	10,605	–	–	0.07%	139
2025 Q2	$198K	Hold	10,605	–	–	0.08%	138
2025 Q1	$197K	Hold	10,605	–	–	0.08%	135
2024 Q4	$194K	Hold	10,605	–	–	0.08%	128
2024 Q3	$199K	Buy	+10,605	New	+$197K	0.09%	123

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

Morris Financial Concepts's BSCT Position: Q2 2026 in Review

Morris Financial Concepts held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 10,605 shares worth $197K. The position accounts for 0.06% of the portfolio, ranked #143.

Morris Financial Concepts first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. The position peaked at $200K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Morris Financial Concepts held 10,605 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $197K as of Q2 2026.
Morris Financial Concepts left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.06% of Morris Financial Concepts's portfolio in Q2 2026, its #143 holding.
Morris Financial Concepts first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Morris Financial Concepts's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $200K in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.