Sawgrass Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Sawgrass Asset Management’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	77,459 -5,265	-6%	-$98.1K	0.19%	73
2026 Q1	$1.54M	Sell	82,724 -675	-0.8%	-$12.7K	0.23%	75
2025 Q4	$1.57M	Hold	83,399	–	–	0.2%	79
2025 Q3	$1.57M	Buy	83,399 +3,471	+4%	+$65.1K	0.19%	78
2025 Q2	$1.49M	Sell	79,928 -4,652	-6%	-$86.2K	0.17%	76
2025 Q1	$1.57M	Sell	84,580 -14,330	-14%	-$264K	0.19%	75
2024 Q4	$1.81M	Buy	98,910 +17,194	+21%	+$318K	0.2%	70
2024 Q3	$1.54M	Buy	81,716 +6,026	+8%	+$112K	0.16%	76
2024 Q2	$1.37M	Buy	75,690 +860	+1%	+$15.6K	0.15%	85
2024 Q1	$1.37M	Buy	74,830 +9,938	+15%	+$182K	0.15%	92
2023 Q4	$1.2M	Buy	64,892 +11,418	+21%	+$203K	0.14%	91
2023 Q3	$937K	Buy	53,474 +9,676	+22%	+$173K	0.11%	102
2023 Q2	$786K	Buy	43,798 +7,521	+21%	+$137K	0.1%	104
2023 Q1	$664K	Buy	36,277 +386	+1%	+$6.98K	0.09%	104
2022 Q4	$638K	Buy	35,891 +7,697	+27%	+$136K	0.09%	104
2022 Q3	$488K	Hold	28,194	–	–	0.07%	110
2022 Q2	$512K	Sell	28,194 -550	-2%	-$10.2K	0.07%	114
2022 Q1	$559K	Buy	+28,744	New	+$576K	0.06%	114

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

Sawgrass Asset Management's BSCT Position: Q2 2026 in Review

Sawgrass Asset Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.4% in Q2 2026, selling an estimated $98.1K and leaving 77,459 shares worth $1.44M. The position accounts for 0.19% of the portfolio, ranked #73.

Sawgrass Asset Management first reported a position in BSCT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.81M in Q4 2024. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Sawgrass Asset Management held 77,459 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.44M as of Q2 2026.
Sawgrass Asset Management sold 5,265 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $98.1K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.19% of Sawgrass Asset Management's portfolio in Q2 2026, its #73 holding.
Sawgrass Asset Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
Sawgrass Asset Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.81M in Q4 2024.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.