Whitener Capital Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Whitener Capital 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	$1.21M	Buy	64,924 +9,619	+17%	+$179K	0.26%	74
2026 Q1	$1.03M	Buy	55,305 +23,437	+74%	+$441K	0.24%	81
2025 Q4	$600K	Buy	31,868 +6,958	+28%	+$131K	0.14%	102
2025 Q3	$469K	Buy	24,910 +4,952	+25%	+$92.9K	0.11%	118
2025 Q2	$373K	Buy	19,958 +909	+5%	+$16.8K	0.1%	124
2025 Q1	$353K	Buy	19,049 +178	+0.9%	+$3.28K	0.1%	125
2024 Q4	$346K	Buy	+18,871	New	+$349K	0.1%	122

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

Whitener Capital Management's BSCT Position: Q2 2026 in Review

Whitener Capital Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 17% in Q2 2026, buying an estimated $179K and bringing the position to 64,924 shares worth $1.21M. The position accounts for 0.26% of the portfolio, ranked #74.

Whitener Capital Management first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Whitener Capital Management held 64,924 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.21M as of Q2 2026.
Whitener Capital Management bought 9,619 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $179K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.26% of Whitener Capital Management's portfolio in Q2 2026, its #74 holding.
Whitener Capital Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.