River Wealth Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

River Wealth Advisors’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	$1.44M	Sell	77,755 -1,335	-2%	-$24.9K	0.15%	91
2026 Q1	$1.48M	Buy	79,090 +4,504	+6%	+$84.7K	0.17%	90
2025 Q4	$1.4M	Buy	74,586 +305	+0.4%	+$5.75K	0.16%	94
2025 Q3	$1.4M	Buy	74,281 +1,858	+3%	+$34.9K	0.16%	95
2025 Q2	$1.35M	Buy	72,423 +9,743	+16%	+$181K	0.17%	99
2025 Q1	$1.16M	Buy	62,680 +6,542	+12%	+$120K	0.16%	98
2024 Q4	$1.03M	Buy	+56,138	New	+$1.04M	0.14%	109

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

River Wealth Advisors's BSCT Position: Q2 2026 in Review

River Wealth Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.7% in Q2 2026, selling an estimated $24.9K and leaving 77,755 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #91.

River Wealth Advisors first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2026. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

River Wealth Advisors held 77,755 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.44M as of Q2 2026.
River Wealth Advisors sold 1,335 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $24.9K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.15% of River Wealth Advisors's portfolio in Q2 2026, its #91 holding.
River Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
River Wealth Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.48M in Q1 2026.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.