Stephens Inc’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Stephens Inc’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	$3.56M	Sell	191,858 -6,504	-3%	-$121K	0.04%	370
2026 Q1	$3.7M	Buy	198,362 +15,980	+9%	+$301K	0.05%	350
2025 Q4	$3.44M	Buy	182,382 +20,983	+13%	+$395K	0.04%	378
2025 Q3	$3.04M	Buy	161,399 +17,606	+12%	+$330K	0.04%	392
2025 Q2	$2.69M	Buy	143,793 +1,753	+1%	+$32.5K	0.04%	391
2025 Q1	$2.63M	Buy	142,040 +8,411	+6%	+$155K	0.04%	390
2024 Q4	$2.45M	Buy	133,629 +38,371	+40%	+$710K	0.03%	403
2024 Q3	$1.79M	Buy	95,258 +45,177	+90%	+$840K	0.03%	470
2024 Q2	$909K	Buy	50,081 +7,400	+17%	+$134K	0.01%	621
2024 Q1	$781K	Buy	42,681 +8,944	+27%	+$164K	0.01%	646
2023 Q4	$626K	Buy	33,737 +11,072	+49%	+$197K	0.01%	672
2023 Q3	$397K	Buy	22,665 +6,715	+42%	+$120K	0.01%	805
2023 Q2	$286K	Buy	+15,950	New	+$290K	0.01%	936

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

Stephens Inc's BSCT Position: Q2 2026 in Review

Stephens Inc reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.3% in Q2 2026, selling an estimated $121K and leaving 191,858 shares worth $3.56M. The position accounts for 0.04% of the portfolio, ranked #370.

Stephens Inc first reported a position in BSCT in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.7M in Q1 2026. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Stephens Inc held 191,858 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.56M as of Q2 2026.
Stephens Inc sold 6,504 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $121K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #370 holding.
Stephens Inc first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Stephens Inc's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.7M in Q1 2026.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.