Sowell Financial Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Sowell Financial Services’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	$639K	Sell	34,423 -327,209	-90%	-$6.1M	0.02%	575
2026 Q1	$6.75M	Buy	361,632 +26,380	+8%	+$496K	0.25%	80
2025 Q4	$6.31M	Buy	335,252 +196,505	+142%	+$3.7M	0.23%	90
2025 Q3	$2.61M	Buy	+138,747	New	+$2.6M	0.1%	214

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

Sowell Financial Services's BSCT Position: Q2 2026 in Review

Sowell Financial Services reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 90% in Q2 2026, selling an estimated $6.1M and leaving 34,423 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #575.

Sowell Financial Services first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.75M in Q1 2026. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Sowell Financial Services held 34,423 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $639K as of Q2 2026.
Sowell Financial Services sold 327,209 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $6.1M.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #575 holding.
Sowell Financial Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Sowell Financial Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $6.75M in Q1 2026.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.