Sequoia Financial Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Sequoia Financial Advisors’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	$218K	Sell	11,730 -11,478	-49%	-$214K	﹤0.01%	1921
2026 Q1	$433K	Hold	23,208	–	–	﹤0.01%	1350
2025 Q4	$437K	Buy	+23,208	New	+$437K	﹤0.01%	1355

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

Sequoia Financial Advisors's BSCT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 49% in Q2 2026, selling an estimated $214K and leaving 11,730 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Sequoia Financial Advisors first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $437K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Sequoia Financial Advisors held 11,730 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $218K as of Q2 2026.
Sequoia Financial Advisors sold 11,478 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $214K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1921 holding.
Sequoia Financial Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Sequoia Financial Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $437K in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.