Principal Securities’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Principal Securities’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	$580K	Buy	31,206 +3,024	+11%	+$56.4K	0.01%	1012
2026 Q1	$526K	Sell	28,182 -1,329	-5%	-$25K	0.01%	966
2025 Q4	$556K	Buy	29,511 +7,397	+33%	+$139K	0.01%	901
2025 Q3	$416K	Buy	22,114 +2,918	+15%	+$54.7K	0.01%	976
2025 Q2	$359K	Buy	19,196 +5,153	+37%	+$95.5K	0.01%	996
2025 Q1	$258K	Buy	14,043 +337	+2%	+$6.21K	0.01%	1028
2024 Q4	$251K	Buy	13,706 +1,230	+10%	+$22.8K	0.01%	1037
2024 Q3	$235K	Buy	12,476 +11,905	+2,085%	+$221K	0.01%	1039
2024 Q2	$10.4K	Buy	+571	New	+$10.3K	﹤0.01%	2372

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

Principal Securities's BSCT Position: Q2 2026 in Review

Principal Securities increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 11% in Q2 2026, buying an estimated $56.4K and bringing the position to 31,206 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #1012.

Principal Securities first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Principal Securities held 31,206 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $580K as of Q2 2026.
Principal Securities bought 3,024 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $56.4K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1012 holding.
Principal Securities first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.