S.E.E.D. Planning Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

S.E.E.D. Planning Group’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	$4.11M	Buy	221,366 +39,943	+22%	+$744K	1.09%	32
2026 Q1	$3.39M	Buy	181,423 +2,888	+2%	+$54.3K	0.98%	29
2025 Q4	$3.36M	Sell	178,535 -8,581	-5%	-$162K	0.96%	32
2025 Q3	$3.52M	Buy	187,116 +5,499	+3%	+$103K	1.03%	30
2025 Q2	$3.4M	Buy	181,617 +4,271	+2%	+$79.1K	1.06%	30
2025 Q1	$3.29M	Buy	177,346 +40,725	+30%	+$750K	1.11%	32
2024 Q4	$2.51M	Buy	+136,621	New	+$2.53M	0.84%	36

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

S.E.E.D. Planning Group's BSCT Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 22% in Q2 2026, buying an estimated $744K and bringing the position to 221,366 shares worth $4.11M. The position accounts for 1.09% of the portfolio, ranked #32.

S.E.E.D. Planning Group first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

S.E.E.D. Planning Group held 221,366 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.11M as of Q2 2026.
S.E.E.D. Planning Group bought 39,943 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $744K.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.09% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #32 holding.
S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.