Sound Stewardship’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Sound Stewardship’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	$8.51M	Buy	458,271 +49,091	+12%	+$915K	3.51%	11
2026 Q1	$7.64M	Buy	409,180 +294,871	+258%	+$5.55M	3.5%	12
2025 Q4	$2.15M	Buy	114,309 +101,430	+788%	+$1.91M	1.03%	22
2025 Q3	$242K	Buy	+12,879	New	+$242K	0.12%	60

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

Sound Stewardship's BSCT Position: Q2 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 12% in Q2 2026, buying an estimated $915K and bringing the position to 458,271 shares worth $8.51M. The position accounts for 3.51% of the portfolio, ranked #11.

Sound Stewardship first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Sound Stewardship held 458,271 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $8.51M as of Q2 2026.
Sound Stewardship bought 49,091 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $915K.
Invesco BulletShares 2029 Corporate Bond ETF made up 3.51% of Sound Stewardship's portfolio in Q2 2026, its #11 holding.
Sound Stewardship first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.