Osaic Holdings
BSCT icon

Osaic Holdings’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Osaic Holdings’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 		$27.1M Buy
1,460,404
+8,045
+0.6% +$150K 0.03% 549
2026
Q1 		$27.1M Buy
1,452,359
+403,941
+39% +$7.6M 0.04% 466
2025
Q4 		$19.8M Buy
1,048,418
+54,539
+5% +$1.03M 0.03% 587
2025
Q3 		$18.7M Buy
993,879
+46,615
+5% +$875K 0.03% 649
2025
Q2 		$17.7M Buy
947,264
+56,638
+6% +$1.05M 0.03% 539
2025
Q1 		$16.5M Buy
890,626
+269,478
+43% +$4.96M 0.04% 482
2024
Q4 		$11.4M Buy
621,148
+223,105
+56% +$4.13M 0.03% 605
2024
Q3 		$7.49M Buy
398,043
+131,063
+49% +$2.44M 0.02% 827
2024
Q2 		$4.85M Buy
266,980
+58,959
+28% +$1.07M 0.01% 1018
2024
Q1 		$3.81M Buy
208,021
+64,259
+45% +$1.18M 0.01% 1227
2023
Q4 		$2.67M Sell
143,762
-83,116
-37% -$1.48M ﹤0.01% 1636
2023
Q3 		$3.98M Buy
226,878
+145,521
+179% +$2.59M 0.01% 1473
2023
Q2 		$1.46M Buy
81,357
+32,190
+65% +$585K ﹤0.01% 2149
2023
Q1 		$899K Buy
49,167
+14,017
+40% +$253K ﹤0.01% 2579
2022
Q4 		$625K Buy
35,150
+14,150
+67% +$250K ﹤0.01% 2819
2022
Q3 		$364K Buy
21,000
+3,300
+19% +$60.3K ﹤0.01% 3199
2022
Q2 		$321K Buy
17,700
+5,050
+40% +$93.5K ﹤0.01% 3363
2022
Q1 		$246K Sell
12,650
-18,775
-60% -$376K ﹤0.01% 3849
2021
Q4 		$658K Buy
31,425
+2,050
+7% +$43K ﹤0.01% 2792
2021
Q3 		$620K Buy
29,375
+1,725
+6% +$36.9K ﹤0.01% 2816
2021
Q2 		$588K Buy
27,650
+9,050
+49% +$190K ﹤0.01% 2844
2021
Q1 		$385K Buy
18,600
+15,050
+424% +$319K ﹤0.01% 3147
2020
Q4 		$77K Buy
3,550
+1,500
+73% +$32.3K ﹤0.01% 4234
2020
Q3 		$44K Buy
+2,050
New +$44.1K ﹤0.01% 4390

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings's BSCT Position: Q2 2026 in Review

Osaic Holdings increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.55% in Q2 2026, buying an estimated $150K and bringing the position to 1,460,404 shares worth $27.1M. The position accounts for 0.03% of the portfolio, ranked #549.

Osaic Holdings first reported a position in BSCT in Q3 2020 and has held it in 24 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Osaic Holdings held 1,460,404 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $27.1M as of Q2 2026.
  • Osaic Holdings bought 8,045 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $150K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Osaic Holdings's portfolio in Q2 2026, its #549 holding.
  • Osaic Holdings first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.