&Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

&Partners’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	$7.66M	Buy	412,479 +14,012	+4%	+$261K	0.03%	465
2026 Q1	$7.43M	Buy	398,467 +193,608	+95%	+$3.64M	0.04%	419
2025 Q4	$3.86M	Buy	204,859 +116,508	+132%	+$2.19M	0.02%	592
2025 Q3	$1.66M	Buy	88,351 +2,129	+2%	+$39.9K	0.01%	841
2025 Q2	$1.61M	Buy	86,222 +53,548	+164%	+$992K	0.01%	760
2025 Q1	$598K	Buy	32,674 +1,987	+6%	+$36.6K	0.01%	1052
2024 Q4	$562K	Buy	30,687 +4,984	+19%	+$92.2K	0.01%	1033
2024 Q3	$483K	Buy	25,703 +290	+1%	+$5.39K	0.01%	889
2024 Q2	$462K	Buy	+25,413	New	+$460K	0.02%	572

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

&Partners's BSCT Position: Q2 2026 in Review

&Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.5% in Q2 2026, buying an estimated $261K and bringing the position to 412,479 shares worth $7.66M. The position accounts for 0.03% of the portfolio, ranked #465.

&Partners first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

&Partners held 412,479 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.66M as of Q2 2026.
&Partners bought 14,012 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $261K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #465 holding.
&Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.