Roundview Capital’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Roundview Capital’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	$680K	Buy	36,598 +11,249	+44%	+$210K	0.04%	249
2026 Q1	$473K	Hold	25,349	–	–	0.03%	270
2025 Q4	$477K	Hold	25,349	–	–	0.03%	259
2025 Q3	$477K	Hold	25,349	–	–	0.03%	267
2025 Q2	$474K	Hold	25,349	–	–	0.03%	268
2025 Q1	$470K	Buy	+25,349	New	+$467K	0.03%	263

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

Roundview Capital's BSCT Position: Q2 2026 in Review

Roundview Capital increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 44% in Q2 2026, buying an estimated $210K and bringing the position to 36,598 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #249.

Roundview Capital first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Roundview Capital held 36,598 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $680K as of Q2 2026.
Roundview Capital bought 11,249 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $210K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of Roundview Capital's portfolio in Q2 2026, its #249 holding.
Roundview Capital first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.