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

Waverly 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	$481K	Buy	25,876 +8	+0%	+$149	﹤0.01%	1195
2026 Q1	$483K	Buy	25,868 +611	+2%	+$11.5K	﹤0.01%	1106
2025 Q4	$476K	Sell	25,257 -3	-0%	-$57	﹤0.01%	1032
2025 Q3	$475K	Buy	25,260 +2,676	+12%	+$50.2K	﹤0.01%	861
2025 Q2	$422K	Buy	22,584 +734	+3%	+$13.6K	﹤0.01%	850
2025 Q1	$405K	Buy	21,850 +1,562	+8%	+$28.8K	﹤0.01%	832
2024 Q4	$372K	Buy	20,288 +900	+5%	+$16.6K	0.01%	756
2024 Q3	$365K	Buy	+19,388	New	+$361K	0.01%	639

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

Waverly Advisors's BSCT Position: Q2 2026 in Review

Waverly Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.03% in Q2 2026, buying an estimated $149 and bringing the position to 25,876 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Waverly Advisors first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. The position peaked at $483K in Q1 2026. 352 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Waverly Advisors held 25,876 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $481K as of Q2 2026.
Waverly Advisors bought 8 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $149.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1195 holding.
Waverly Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Waverly Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $483K in Q1 2026.
352 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.