Stifel Financial
BSCT icon

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

Stifel Financial’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 		$29.2M Buy
1,574,340
+19,526
+1% +$364K 0.02% 537
2026
Q1 		$29M Buy
1,554,814
+155,739
+11% +$2.93M 0.03% 498
2025
Q4 		$26.4M Buy
1,399,075
+126,354
+10% +$2.38M 0.02% 536
2025
Q3 		$23.9M Buy
1,272,721
+28,933
+2% +$543K 0.02% 560
2025
Q2 		$23.3M Buy
1,243,788
+47,062
+4% +$872K 0.02% 536
2025
Q1 		$22.2M Buy
1,196,726
+130,899
+12% +$2.41M 0.02% 529
2024
Q4 		$19.5M Buy
1,065,827
+55,246
+5% +$1.02M 0.02% 576
2024
Q3 		$19M Buy
1,010,581
+23,381
+2% +$435K 0.02% 594
2024
Q2 		$17.9M Buy
987,200
+836,176
+554% +$15.1M 0.02% 584
2024
Q1 		$2.76M Buy
151,024
+64,535
+75% +$1.18M ﹤0.01% 1503
2023
Q4 		$1.6M Buy
86,489
+5,359
+7% +$95.4K ﹤0.01% 1819
2023
Q3 		$1.42M Buy
81,130
+6,252
+8% +$111K ﹤0.01% 1816
2023
Q2 		$1.34M Sell
74,878
-1,933
-3% -$35.1K ﹤0.01% 1887
2023
Q1 		$1.41M Buy
76,811
+519
+0.7% +$9.38K ﹤0.01% 1802
2022
Q4 		$1.36M Buy
76,292
+17,734
+30% +$313K ﹤0.01% 1787
2022
Q3 		$1.01M Buy
58,558
+2,347
+4% +$42.9K ﹤0.01% 1961
2022
Q2 		$1.02M Sell
56,211
-5,079
-8% -$94K ﹤0.01% 1982
2022
Q1 		$1.19M Buy
61,290
+3,384
+6% +$67.9K ﹤0.01% 1981
2021
Q4 		$1.21M Buy
57,906
+3,426
+6% +$71.9K ﹤0.01% 1973
2021
Q3 		$1.15M Buy
54,480
+9,875
+22% +$211K ﹤0.01% 1983
2021
Q2 		$949K Buy
+44,605
New +$937K ﹤0.01% 2146

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial's BSCT Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.3% in Q2 2026, buying an estimated $364K and bringing the position to 1,574,340 shares worth $29.2M. The position accounts for 0.02% of the portfolio, ranked #537.

Stifel Financial first reported a position in BSCT in Q2 2021 and has held it in 21 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Stifel Financial held 1,574,340 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $29.2M as of Q2 2026.
  • Stifel Financial bought 19,526 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $364K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #537 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.