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

Summit 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 		$428K Buy
23,051
+681
+3% +$12.7K ﹤0.01% 1166
2026
Q1 		$417K Buy
22,370
+2,762
+14% +$51.9K 0.01% 1049
2025
Q4 		$369K Buy
19,608
+1,602
+9% +$30.2K 0.01% 995
2025
Q3 		$339K Buy
+18,006
New +$338K 0.01% 1023

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

Summit Financial's BSCT Position: Q2 2026 in Review

Summit Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3% in Q2 2026, buying an estimated $12.7K and bringing the position to 23,051 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Summit Financial first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Summit Financial held 23,051 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $428K as of Q2 2026.
  • Summit Financial bought 681 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $12.7K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1166 holding.
  • Summit Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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