Steward Partners Investment Advisory’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Steward Partners Investment Advisory’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	$667K	Sell	35,912 -9,118	-20%	-$170K	﹤0.01%	1537
2026 Q1	$840K	Buy	45,030 +14,199	+46%	+$267K	﹤0.01%	1257
2025 Q4	$581K	Buy	30,831 +11,391	+59%	+$215K	﹤0.01%	1334
2025 Q3	$366K	Buy	19,440 +6,698	+53%	+$126K	﹤0.01%	1540
2025 Q2	$238K	Sell	12,742 -1,029	-7%	-$19.1K	﹤0.01%	1673
2025 Q1	$255K	Sell	13,771 -14,762	-52%	-$272K	﹤0.01%	1529
2024 Q4	$523K	Sell	28,533 -36,826	-56%	-$681K	﹤0.01%	1132
2024 Q3	$1.23M	Sell	65,359 -113,035	-63%	-$2.1M	0.01%	784
2024 Q2	$3.24M	Sell	178,394 -14,134	-7%	-$256K	0.03%	453
2024 Q1	$3.52M	Buy	192,528 +26,075	+16%	+$477K	0.04%	415
2023 Q4	$3.09M	Sell	166,453 -209	-0.1%	-$3.72K	0.04%	390
2023 Q3	$2.92M	Buy	166,662 +24,426	+17%	+$436K	0.04%	373
2023 Q2	$2.55M	Buy	142,236 +134,238	+1,678%	+$2.44M	0.04%	414
2023 Q1	$146K	Sell	7,998 -1,663	-17%	-$30.1K	﹤0.01%	1417
2022 Q4	$172K	Buy	9,661 +6,254	+184%	+$110K	﹤0.01%	1308
2022 Q3	$59K	Hold	3,407	–	–	﹤0.01%	1711
2022 Q2	$62K	Hold	3,407	–	–	﹤0.01%	1696
2022 Q1	$66K	Sell	3,407 -66	-2%	-$1.32K	﹤0.01%	1774
2021 Q4	$73K	Sell	3,473 -1,065	-23%	-$22.3K	﹤0.01%	1725
2021 Q3	$96K	Buy	4,538 +3,064	+208%	+$65.5K	﹤0.01%	1565
2021 Q2	$31K	Sell	1,474 -3,579	-71%	-$75.1K	﹤0.01%	4132
2021 Q1	$105K	Buy	5,053 +3,579	+243%	+$75.9K	﹤0.01%	1601
2020 Q4	$32K	Sell	1,474 -3,881	-72%	-$83.7K	﹤0.01%	1868
2020 Q3	$115K	Hold	5,355	–	–	﹤0.01%	1165
2020 Q2	$114K	Buy	+5,355	New	+$110K	﹤0.01%	1096

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

Steward Partners Investment Advisory's BSCT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 20% in Q2 2026, selling an estimated $170K and leaving 35,912 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Steward Partners Investment Advisory first reported a position in BSCT in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.52M in Q1 2024. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Steward Partners Investment Advisory held 35,912 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $667K as of Q2 2026.
Steward Partners Investment Advisory sold 9,118 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $170K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1537 holding.
Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
Steward Partners Investment Advisory's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.52M in Q1 2024.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.