Tassel Capital Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Tassel Capital 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	$303K	Sell	16,287 -292	-2%	-$5.44K	0.14%	39
2026 Q1	$309K	Buy	16,579 +153	+0.9%	+$2.88K	0.17%	34
2025 Q4	$309K	Buy	16,426 +1,206	+8%	+$22.7K	0.19%	29
2025 Q3	$286K	Buy	15,220 +308	+2%	+$5.78K	0.18%	32
2025 Q2	$279K	Buy	14,912 +174	+1%	+$3.22K	0.21%	30
2025 Q1	$273K	Sell	14,738 -11	-0.1%	-$203	0.24%	32
2024 Q4	$271K	Buy	+14,749	New	+$273K	0.24%	33

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

Tassel Capital Management's BSCT Position: Q2 2026 in Review

Tassel Capital Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.8% in Q2 2026, selling an estimated $5.44K and leaving 16,287 shares worth $303K. The position accounts for 0.14% of the portfolio, ranked #39.

Tassel Capital Management first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q4 2025. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Tassel Capital Management held 16,287 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $303K as of Q2 2026.
Tassel Capital Management sold 292 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $5.44K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.14% of Tassel Capital Management's portfolio in Q2 2026, its #39 holding.
Tassel Capital Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Tassel Capital Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $309K in Q4 2025.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Tassel Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.