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

Souders 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	–	Sell	-227,085	Closed	-$4.24M	–	227
2026 Q1	$4.24M	Buy	227,085 +3,497	+2%	+$65.8K	0.48%	46
2025 Q4	$4.21M	Buy	223,588 +7,637	+4%	+$144K	0.48%	46
2025 Q3	$4.06M	Buy	215,951 +12,217	+6%	+$229K	0.48%	45
2025 Q2	$3.81M	Buy	203,734 +10,613	+5%	+$197K	0.48%	44
2025 Q1	$3.58M	Buy	193,121 +21,317	+12%	+$393K	0.5%	42
2024 Q4	$3.15M	Buy	171,804 +14,043	+9%	+$260K	0.44%	51
2024 Q3	$2.97M	Buy	157,761 +7,699	+5%	+$143K	0.41%	66
2024 Q2	$2.73M	Buy	150,062 +7,355	+5%	+$133K	0.41%	66
2024 Q1	$2.61M	Buy	+142,707	New	+$2.61M	0.41%	64

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

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

Souders Financial Advisors sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2026, closing a stake of 227,085 shares — an estimated $4.24M sold.

Souders Financial Advisors first reported a position in BSCT in Q1 2024 and held it in 9 quarters. The position peaked at $4.24M in Q1 2026. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Souders Financial Advisors reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Souders Financial Advisors sold 227,085 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $4.24M.
Souders Financial Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and held it in 9 quarters.
Souders Financial Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $4.24M in Q1 2026.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.