Straight Path Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Straight Path Wealth Management’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	$11.1M	Buy	599,064 +12,839	+2%	+$239K	2.6%	9
2026 Q1	$10.9M	Buy	586,225 +40,477	+7%	+$761K	2.92%	9
2025 Q4	$10.3M	Buy	545,748 +326,818	+149%	+$6.16M	2.77%	9
2025 Q3	$4.12M	Buy	218,930 +53,638	+32%	+$1.01M	1.11%	16
2025 Q2	$3.09M	Buy	165,292 +32,262	+24%	+$598K	1.05%	16
2025 Q1	$2.47M	Buy	133,030 +14,443	+12%	+$266K	1%	15
2024 Q4	$2.17M	Buy	118,587 +13,690	+13%	+$253K	0.86%	16
2024 Q3	$1.97M	Buy	104,897 +11,318	+12%	+$210K	0.85%	17
2024 Q2	$1.7M	Buy	93,579 +18,112	+24%	+$328K	0.87%	17
2024 Q1	$1.38M	Buy	75,467 +35,725	+90%	+$654K	0.78%	21
2023 Q4	$737K	Buy	39,742 +13,724	+53%	+$244K	0.43%	28
2023 Q3	$456K	Buy	26,018 +909	+4%	+$16.2K	0.31%	42
2023 Q2	$451K	Buy	25,109 +4,259	+20%	+$77.4K	0.31%	42
2023 Q1	$381K	Buy	20,850 +7,580	+57%	+$137K	0.3%	46
2022 Q4	$236K	Buy	+13,270	New	+$234K	0.23%	58

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

Straight Path Wealth Management's BSCT Position: Q2 2026 in Review

Straight Path Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.2% in Q2 2026, buying an estimated $239K and bringing the position to 599,064 shares worth $11.1M. The position accounts for 2.6% of the portfolio, ranked #9.

Straight Path Wealth Management first reported a position in BSCT in Q4 2022 and has held it in 15 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Straight Path Wealth Management held 599,064 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $11.1M as of Q2 2026.
Straight Path Wealth Management bought 12,839 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $239K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.6% of Straight Path Wealth Management's portfolio in Q2 2026, its #9 holding.
Straight Path Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.