O'Shaughnessy Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

O'Shaughnessy Asset 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	$28.2K	Sell	1,519 -273	-15%	-$5.09K	﹤0.01%	2337
2026 Q1	$33.4K	Buy	1,792 +1,380	+335%	+$26K	﹤0.01%	2287
2025 Q4	$7.76K	Sell	412 -1,578	-79%	-$29.7K	﹤0.01%	2437
2025 Q3	$37.4K	Buy	1,990 +38	+2%	+$713	﹤0.01%	2216
2025 Q2	$36.5K	Buy	+1,952	New	+$36.2K	﹤0.01%	2064

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

O'Shaughnessy Asset Management's BSCT Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 15% in Q2 2026, selling an estimated $5.09K and leaving 1,519 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

O'Shaughnessy Asset Management first reported a position in BSCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.4K in Q3 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

O'Shaughnessy Asset Management held 1,519 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $28.2K as of Q2 2026.
O'Shaughnessy Asset Management sold 273 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $5.09K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2337 holding.
O'Shaughnessy Asset Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
O'Shaughnessy Asset Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $37.4K in Q3 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.