United Capital Financial Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

United Capital Financial Advisors’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	$560K	Buy	30,152 +2,468	+9%	+$46K	﹤0.01%	1048
2026 Q1	$516K	Buy	27,684 +8,522	+44%	+$160K	﹤0.01%	1060
2025 Q4	$361K	Buy	19,162 +6,272	+49%	+$118K	﹤0.01%	1098
2025 Q3	$242K	Buy	12,890 +2,015	+19%	+$37.8K	﹤0.01%	1083
2025 Q2	$203K	Buy	+10,875	New	+$202K	﹤0.01%	1049
2025 Q1	–	Sell	-12,175	Closed	-$223K	–	1071
2024 Q4	$223K	Buy	+12,175	New	+$225K	﹤0.01%	985

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

United Capital Financial Advisors's BSCT Position: Q2 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 8.9% in Q2 2026, buying an estimated $46K and bringing the position to 30,152 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

United Capital Financial Advisors first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

United Capital Financial Advisors held 30,152 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $560K as of Q2 2026.
United Capital Financial Advisors bought 2,468 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $46K.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1048 holding.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.