Novare Capital Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Novare Capital Management’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	$4M	Buy	215,321 +13,170	+7%	+$245K	0.28%	71
2026 Q1	$3.77M	Buy	202,151 +5,041	+3%	+$94.8K	0.3%	68
2025 Q4	$3.71M	Buy	197,110 +3,829	+2%	+$72.1K	0.28%	68
2025 Q3	$3.64M	Buy	193,281 +7,835	+4%	+$147K	0.28%	69
2025 Q2	$3.47M	Buy	185,446 +11,837	+7%	+$219K	0.28%	72
2025 Q1	$3.22M	Buy	173,609 +9,887	+6%	+$182K	0.28%	73
2024 Q4	$3M	Buy	163,722 +9,767	+6%	+$181K	0.25%	76
2024 Q3	$2.9M	Buy	153,955 +9,368	+6%	+$174K	0.25%	75
2024 Q2	$2.63M	Sell	144,587 -412	-0.3%	-$7.46K	0.24%	79
2024 Q1	$2.65M	Buy	144,999 +18,542	+15%	+$340K	0.24%	78
2023 Q4	$2.35M	Sell	126,457 -15,207	-11%	-$271K	0.24%	84
2023 Q3	$2.48M	Buy	141,664 +884	+0.6%	+$15.8K	0.28%	77
2023 Q2	$2.53M	Buy	140,780 +7,495	+6%	+$136K	0.27%	80
2023 Q1	$2.44M	Buy	133,285 +48,654	+57%	+$880K	0.28%	83
2022 Q4	$1.5M	Buy	+84,631	New	+$1.49M	0.18%	92

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

Novare Capital Management's BSCT Position: Q2 2026 in Review

Novare Capital Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.5% in Q2 2026, buying an estimated $245K and bringing the position to 215,321 shares worth $4M. The position accounts for 0.28% of the portfolio, ranked #71.

Novare Capital Management first reported a position in BSCT in Q4 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Novare Capital Management held 215,321 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4M as of Q2 2026.
Novare Capital Management bought 13,170 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $245K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.28% of Novare Capital Management's portfolio in Q2 2026, its #71 holding.
Novare Capital Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.