RPg Family Wealth Advisory’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

RPg Family Wealth Advisory’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	$757K	Sell	40,775 -7,235	-15%	-$135K	0.13%	92
2026 Q1	$896K	Buy	48,010 +7,235	+18%	+$136K	0.19%	91
2025 Q4	$768K	Buy	40,775 +13,275	+48%	+$250K	0.17%	89
2025 Q3	$517K	Hold	27,500	–	–	0.11%	100
2025 Q2	$514K	Hold	27,500	–	–	0.14%	88
2025 Q1	$510K	Hold	27,500	–	–	0.15%	84
2024 Q4	$504K	Buy	+27,500	New	+$509K	0.18%	64

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

RPg Family Wealth Advisory's BSCT Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 15% in Q2 2026, selling an estimated $135K and leaving 40,775 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #92.

RPg Family Wealth Advisory first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $896K in Q1 2026. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

RPg Family Wealth Advisory held 40,775 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $757K as of Q2 2026.
RPg Family Wealth Advisory sold 7,235 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $135K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.13% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #92 holding.
RPg Family Wealth Advisory first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
RPg Family Wealth Advisory's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $896K in Q1 2026.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.