Somerset Trust’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Somerset Trust’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	$206K	Buy	+11,084	New	+$207K	0.06%	180

Other funds holding BSCT

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Somerset Trust's BSCT Position: Q2 2026 in Review

Somerset Trust opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2026: 11,084 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #180 among its holdings.

92 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Somerset Trust held 11,084 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $206K as of Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF was a new Somerset Trust position in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.06% of Somerset Trust's portfolio in Q2 2026, its #180 holding.
92 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Somerset Trust's 13F filing for Q2 2026, filed 6 Jul 2026.