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NewEdge Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

NewEdge Advisors’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 		$14.7M Buy
791,027
+5,267
+0.7% +$98.1K 0.04% 386
2026
Q1 		$14.7M Buy
785,760
+62,222
+9% +$1.17M 0.05% 345
2025
Q4 		$13.6M Sell
723,538
-25,217
-3% -$475K 0.05% 342
2025
Q3 		$14.1M Buy
748,755
+117,571
+19% +$2.21M 0.06% 305
2025
Q2 		$11.8M Buy
631,184
+141,567
+29% +$2.62M 0.06% 329
2025
Q1 		$9.07M Buy
489,617
+350,048
+251% +$6.45M 0.05% 349
2024
Q4 		$2.56M Buy
139,569
+133,885
+2,355% +$2.48M 0.02% 729
2024
Q3 		$107K Buy
5,684
+15
+0.3% +$279 ﹤0.01% 2169
2024
Q2 		$103K Buy
5,669
+1,251
+28% +$22.7K ﹤0.01% 2110
2024
Q1 		$80.8K Sell
4,418
-49
-1% -$897 ﹤0.01% 2135
2023
Q4 		$82.8K Buy
4,467
+4,103
+1,127% +$73K ﹤0.01% 2020
2023
Q3 		$6.38K Hold
364
– – ﹤0.01% 2719
2023
Q2 		$6.53K Buy
+364
New +$6.62K ﹤0.01% 2729
2023
Q1 		– Sell
-1,375
Closed -$24.4K – 3510
2022
Q4 		$24.4K Buy
+1,375
New +$24.3K ﹤0.01% 2055

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NewEdge Advisors's BSCT Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.67% in Q2 2026, buying an estimated $98.1K and bringing the position to 791,027 shares worth $14.7M. The position accounts for 0.04% of the portfolio, ranked #386.

NewEdge Advisors first reported a position in BSCT in Q4 2022 and has held it in 14 quarters since. 306 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • NewEdge Advisors held 791,027 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $14.7M as of Q2 2026.
  • NewEdge Advisors bought 5,267 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $98.1K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #386 holding.
  • NewEdge Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 306 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.