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

Opulen 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	$3.25M	Buy	174,990 +1,121	+0.6%	+$20.9K	2.04%	10
2026 Q1	$3.24M	Buy	173,869 +12,417	+8%	+$234K	2.28%	9
2025 Q4	$3.04M	Buy	161,452 +11,253	+7%	+$212K	2.22%	9
2025 Q3	$2.83M	Buy	150,199 +16,220	+12%	+$304K	2.14%	10
2025 Q2	$2.51M	Buy	133,979 +4,489	+3%	+$83.2K	2.06%	10
2025 Q1	$2.4M	Buy	129,490 +8,366	+7%	+$154K	2.18%	9
2024 Q4	$2.22M	Buy	+121,124	New	+$2.24M	2.02%	10

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

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

Opulen Financial Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.64% in Q2 2026, buying an estimated $20.9K and bringing the position to 174,990 shares worth $3.25M. The position accounts for 2.04% of the portfolio, ranked #10.

Opulen Financial Group first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Opulen Financial Group held 174,990 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.25M as of Q2 2026.
Opulen Financial Group bought 1,121 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $20.9K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.04% of Opulen Financial Group's portfolio in Q2 2026, its #10 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.