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

Savant 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 		$209K Sell
11,264
-466
-4% -$8.68K ﹤0.01% 1719
2026
Q1 		$219K Buy
+11,730
New +$221K ﹤0.01% 1356
2025
Q1 		– Sell
-14,028
Closed -$257K – 1132
2024
Q4 		$257K Buy
+14,028
New +$259K ﹤0.01% 1189

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savant Capital's BSCT Position: Q2 2026 in Review

Savant Capital reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 4% in Q2 2026, selling an estimated $8.68K and leaving 11,264 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Savant Capital first reported a position in BSCT in Q4 2024 and has held it in 3 quarters since. The position peaked at $257K in Q4 2024. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Savant Capital held 11,264 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $209K as of Q2 2026.
  • Savant Capital sold 466 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $8.68K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1719 holding.
  • Savant Capital first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Savant Capital's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $257K in Q4 2024.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.