Segment Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Segment Wealth 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	$1.09M	Buy	58,665 +1,090	+2%	+$20.3K	0.06%	169
2026 Q1	$1.07M	Buy	57,575 +3,595	+7%	+$67.6K	0.06%	158
2025 Q4	$1.02M	Buy	53,980 +1,130	+2%	+$21.3K	0.06%	169
2025 Q3	$994K	Hold	52,850	–	–	0.06%	171
2025 Q2	$988K	Sell	52,850 -270	-0.5%	-$5K	0.06%	160
2025 Q1	$984K	Buy	53,120 +400	+0.8%	+$7.37K	0.07%	153
2024 Q4	$967K	Buy	52,720 +3,015	+6%	+$55.8K	0.07%	152
2024 Q3	$935K	Sell	49,705 -1,225	-2%	-$22.8K	0.06%	149
2024 Q2	$925K	Hold	50,930	–	–	0.07%	152
2024 Q1	$932K	Buy	50,930 +30,160	+145%	+$552K	0.07%	148
2023 Q4	$385K	Hold	20,770	–	–	0.03%	192
2023 Q3	$364K	Buy	+20,770	New	+$370K	0.04%	174

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

Segment Wealth Management's BSCT Position: Q2 2026 in Review

Segment Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 58,665 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #169.

Segment Wealth Management first reported a position in BSCT in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Segment Wealth Management held 58,665 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.09M as of Q2 2026.
Segment Wealth Management bought 1,090 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $20.3K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.06% of Segment Wealth Management's portfolio in Q2 2026, its #169 holding.
Segment Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.