VestGen Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

VestGen 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	$2.35M	Buy	126,728 +949	+0.8%	+$17.7K	0.07%	274
2026 Q1	$2.34M	Buy	125,779 +24,875	+25%	+$468K	0.06%	272
2025 Q4	$1.9M	Sell	100,904 -172,321	-63%	-$3.25M	0.08%	245
2025 Q3	$5.14M	Buy	273,225 +11,337	+4%	+$213K	0.17%	132
2025 Q2	$4.92M	Buy	261,888 +37,584	+17%	+$696K	0.2%	115
2025 Q1	$4.16M	Buy	+224,304	New	+$4.13M	0.19%	116

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

VestGen Advisors's BSCT Position: Q2 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.75% in Q2 2026, buying an estimated $17.7K and bringing the position to 126,728 shares worth $2.35M. The position accounts for 0.07% of the portfolio, ranked #274.

VestGen Advisors first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.14M in Q3 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

VestGen Advisors held 126,728 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.35M as of Q2 2026.
VestGen Advisors bought 949 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $17.7K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.07% of VestGen Advisors's portfolio in Q2 2026, its #274 holding.
VestGen Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $5.14M in Q3 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.