UBS Group
BSCT icon

UBS Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

UBS Group’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 		$51.8M Buy
2,790,031
+217,489
+8% +$4.05M 0.01% 1711
2026
Q1 		$48M Sell
2,572,542
-65,884
-2% -$1.24M 0.01% 1686
2025
Q4 		$49.7M Buy
2,638,426
+427,905
+19% +$8.06M 0.01% 1636
2025
Q3 		$41.6M Buy
2,210,521
+262,391
+13% +$4.92M 0.01% 1818
2025
Q2 		$36.4M Buy
1,948,130
+177,472
+10% +$3.29M 0.01% 1801
2025
Q1 		$32.8M Buy
1,770,658
+198,317
+13% +$3.65M 0.01% 1877
2024
Q4 		$28.8M Buy
1,572,341
+400,309
+34% +$7.41M 0.01% 1953
2024
Q3 		$22M Buy
1,172,032
+54,742
+5% +$1.02M ﹤0.01% 1743
2024
Q2 		$20.3M Buy
1,117,290
+53,500
+5% +$969K 0.01% 1656
2024
Q1 		$19.5M Buy
1,063,790
+391,702
+58% +$7.17M ﹤0.01% 1713
2023
Q4 		$12.5M Buy
672,088
+248,987
+59% +$4.43M ﹤0.01% 1918
2023
Q3 		$7.41M Buy
423,101
+183,374
+76% +$3.27M ﹤0.01% 2227
2023
Q2 		$4.3M Buy
239,727
+219,265
+1,072% +$3.99M ﹤0.01% 2744
2023
Q1 		$374K Buy
20,462
+2,602
+15% +$47K ﹤0.01% 4915
2022
Q4 		$318K Sell
17,860
-8,394
-32% -$148K ﹤0.01% 5069
2022
Q3 		$455K Buy
26,254
+5,963
+29% +$109K ﹤0.01% 4416
2022
Q2 		$368K Buy
20,291
+5,886
+41% +$109K ﹤0.01% 4493
2022
Q1 		$280K Buy
14,405
+2,319
+19% +$46.5K ﹤0.01% 5115
2021
Q4 		$253K Sell
12,086
-143
-1% -$3K ﹤0.01% 5490
2021
Q3 		$259K Buy
12,229
+2,840
+30% +$60.7K ﹤0.01% 5134
2021
Q2 		$200K Buy
9,389
+3,561
+61% +$74.8K ﹤0.01% 5344
2021
Q1 		$121K Buy
5,828
+185
+3% +$3.92K ﹤0.01% 5816
2020
Q4 		$123K Hold
5,643
– – ﹤0.01% 5554
2020
Q3 		$121K Buy
5,643
+3,318
+143% +$71.5K ﹤0.01% 5076
2020
Q2 		$49K Hold
2,325
– – ﹤0.01% 5867
2020
Q1 		$44K Buy
+2,325
New +$46.7K ﹤0.01% 5929

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group's BSCT Position: Q2 2026 in Review

UBS Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 8.5% in Q2 2026, buying an estimated $4.05M and bringing the position to 2,790,031 shares worth $51.8M. The position accounts for 0.01% of the portfolio, ranked #1711.

UBS Group first reported a position in BSCT in Q1 2020 and has held it in 26 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • UBS Group held 2,790,031 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $51.8M as of Q2 2026.
  • UBS Group bought 217,489 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $4.05M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1711 holding.
  • UBS Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.