Westside Investment Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Westside Investment Management’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	$115K	Hold	6,208	–	–	0.02%	402
2026 Q1	$116K	Hold	6,208	–	–	0.02%	377
2025 Q4	$117K	Hold	6,208	–	–	0.02%	369
2025 Q3	$117K	Hold	6,208	–	–	0.02%	369
2025 Q2	$116K	Hold	6,208	–	–	0.02%	322
2025 Q1	$115K	Hold	6,208	–	–	0.02%	292
2024 Q4	$114K	Hold	6,208	–	–	0.02%	294
2024 Q3	$115K	Hold	6,208	–	–	0.02%	299
2024 Q2	$113K	Buy	6,208 +828	+15%	+$15K	0.03%	293
2024 Q1	$97.9K	Buy	+5,380	New	+$98.5K	0.02%	303

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

Westside Investment Management's BSCT Position: Q2 2026 in Review

Westside Investment Management held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 6,208 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #402.

Westside Investment Management first reported a position in BSCT in Q1 2024 and has held it in 10 quarters since. The position peaked at $117K in Q3 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Westside Investment Management held 6,208 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $115K as of Q2 2026.
Westside Investment Management left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Westside Investment Management's portfolio in Q2 2026, its #402 holding.
Westside Investment Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Westside Investment Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $117K in Q3 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.