Shufro Rose & Co’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Shufro Rose & Co’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	$16.2M	Buy	872,220 +21,451	+3%	+$400K	0.93%	28
2026 Q1	$15.9M	Buy	850,769 +18,297	+2%	+$344K	1.08%	27
2025 Q4	$15.7M	Buy	832,472 +266,798	+47%	+$5.03M	1.06%	28
2025 Q3	$10.5M	Sell	565,674 -6,122	-1%	-$115K	0.86%	30
2025 Q2	$10.6M	Sell	571,796 -8,026	-1%	-$149K	0.85%	30
2025 Q1	$10.7M	Buy	579,822 +10,399	+2%	+$192K	0.85%	30
2024 Q4	$10.4M	Buy	569,423 +416,623	+273%	+$7.71M	0.81%	35
2024 Q3	$2.77M	Hold	152,800	–	–	0.23%	63
2024 Q2	$2.77M	Buy	152,800 +102,698	+205%	+$1.86M	0.23%	63
2024 Q1	$917K	Buy	+50,102	New	+$917K	0.08%	115

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

Shufro Rose & Co's BSCT Position: Q2 2026 in Review

Shufro Rose & Co increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.5% in Q2 2026, buying an estimated $400K and bringing the position to 872,220 shares worth $16.2M. The position accounts for 0.93% of the portfolio, ranked #28.

Shufro Rose & Co first reported a position in BSCT in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Shufro Rose & Co held 872,220 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $16.2M as of Q2 2026.
Shufro Rose & Co bought 21,451 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $400K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.93% of Shufro Rose & Co's portfolio in Q2 2026, its #28 holding.
Shufro Rose & Co first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.