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

Vantage Point 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	$710K	Buy	38,205 +2,294	+6%	+$42.7K	0.22%	80
2026 Q1	$670K	Buy	35,911 +150	+0.4%	+$2.82K	0.24%	81
2025 Q4	$674K	Sell	35,761 -651	-2%	-$12.3K	0.24%	74
2025 Q3	$685K	Sell	36,412 -4,795	-12%	-$90K	0.27%	67
2025 Q2	$771K	Buy	41,207 +593	+1%	+$11K	0.34%	58
2025 Q1	$753K	Buy	40,614 +26,678	+191%	+$491K	0.38%	53
2024 Q4	$256K	Buy	+13,936	New	+$258K	0.14%	102

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

Vantage Point Financial's BSCT Position: Q2 2026 in Review

Vantage Point Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.4% in Q2 2026, buying an estimated $42.7K and bringing the position to 38,205 shares worth $710K. The position accounts for 0.22% of the portfolio, ranked #80.

Vantage Point Financial first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $771K in Q2 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Vantage Point Financial held 38,205 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $710K as of Q2 2026.
Vantage Point Financial bought 2,294 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $42.7K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.22% of Vantage Point Financial's portfolio in Q2 2026, its #80 holding.
Vantage Point Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $771K in Q2 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.