SFE Investment Counsel’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

SFE Investment Counsel’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	$6.39M	Buy	344,227 +19,868	+6%	+$370K	0.86%	44
2026 Q1	$6.05M	Buy	324,359 +17,321	+6%	+$326K	0.95%	44
2025 Q4	$5.78M	Buy	307,038 +19,476	+7%	+$367K	0.89%	43
2025 Q3	$5.41M	Buy	287,562 +22,342	+8%	+$419K	0.86%	42
2025 Q2	$4.96M	Buy	265,220 +55,402	+26%	+$1.03M	0.87%	43
2025 Q1	$3.89M	Buy	209,818 +51,907	+33%	+$956K	0.78%	52
2024 Q4	$2.9M	Buy	157,911 +40,429	+34%	+$748K	0.62%	56
2024 Q3	$2.21M	Buy	117,482 +23,240	+25%	+$432K	0.46%	64
2024 Q2	$1.71M	Buy	94,242 +60,394	+178%	+$1.09M	0.38%	69
2024 Q1	$619K	Buy	+33,848	New	+$620K	0.14%	90

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

SFE Investment Counsel's BSCT Position: Q2 2026 in Review

SFE Investment Counsel increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.1% in Q2 2026, buying an estimated $370K and bringing the position to 344,227 shares worth $6.39M. The position accounts for 0.86% of the portfolio, ranked #44.

SFE Investment Counsel first reported a position in BSCT in Q1 2024 and has held it in 10 quarters since. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

SFE Investment Counsel held 344,227 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.39M as of Q2 2026.
SFE Investment Counsel bought 19,868 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $370K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.86% of SFE Investment Counsel's portfolio in Q2 2026, its #44 holding.
SFE Investment Counsel first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.