Nations Financial Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Nations Financial Group’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	$212K	Sell	11,427 -174	-1%	-$3.24K	0.01%	741
2026 Q1	$216K	Buy	11,601 +198	+2%	+$3.72K	0.01%	721
2025 Q4	$215K	Buy	11,403 +541	+5%	+$10.2K	0.01%	698
2025 Q3	$204K	Buy	10,862 +12	+0.1%	+$225	0.01%	675
2025 Q2	$203K	Buy	10,850 +12	+0.1%	+$222	0.01%	646
2025 Q1	$201K	Buy	+10,838	New	+$200K	0.02%	620

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

Nations Financial Group's BSCT Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.5% in Q2 2026, selling an estimated $3.24K and leaving 11,427 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #741.

Nations Financial Group first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $216K in Q1 2026. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Nations Financial Group held 11,427 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $212K as of Q2 2026.
Nations Financial Group sold 174 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $3.24K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #741 holding.
Nations Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Nations Financial Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $216K in Q1 2026.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.