Somerset Trust
BSCT icon

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
Q3 		$295K Buy
16,214
+5,130
+46% +$94.8K 0.08% 139
2026
Q2 		$206K Buy
+11,084
New +$207K 0.06% 180

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Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Somerset Trust's BSCT Position: Q3 2026 in Review

Somerset Trust increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 46% in Q3 2026, buying an estimated $94.8K and bringing the position to 16,214 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #139.

Somerset Trust first reported a position in BSCT in Q2 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Somerset Trust held 16,214 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $295K as of Q3 2026.
  • Somerset Trust bought 5,130 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $94.8K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.08% of Somerset Trust's portfolio in Q3 2026, its #139 holding.
  • Somerset Trust first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.