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

Quartz 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	–	Sell	-13,518	Closed	-$252K	–	194
2026 Q1	$252K	Sell	13,518 -1,850	-12%	-$34.8K	0.1%	147
2025 Q4	$289K	Sell	15,368 -13,553	-47%	-$255K	0.11%	132
2025 Q3	$544K	Buy	28,921 +43	+0.1%	+$807	0.2%	103
2025 Q2	$540K	Sell	28,878 -1,636	-5%	-$30.3K	0.25%	92
2025 Q1	$565K	Sell	30,514 -1,503	-5%	-$27.7K	0.34%	69
2024 Q4	$587K	Buy	32,017 +3,590	+13%	+$66.4K	0.36%	76
2024 Q3	$535K	Buy	+28,427	New	+$529K	0.34%	89

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

Quartz Partners's BSCT Position: Q2 2026 in Review

Quartz Partners sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2026, closing a stake of 13,518 shares — an estimated $252K sold.

Quartz Partners first reported a position in BSCT in Q3 2024 and held it in 7 quarters. The position peaked at $587K in Q4 2024. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Quartz Partners reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Quartz Partners sold 13,518 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $252K.
Quartz Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and held it in 7 quarters.
Quartz Partners's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $587K in Q4 2024.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.