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

Wingate Wealth 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	$1.26M	Buy	68,030 +483	+0.7%	+$9K	0.56%	43
2026 Q1	$1.26M	Buy	67,547 +2,061	+3%	+$38.8K	0.67%	45
2025 Q4	$1.23M	Buy	65,486 +3,126	+5%	+$58.9K	0.69%	44
2025 Q3	$1.17M	Buy	62,360 +518	+0.8%	+$9.72K	0.81%	42
2025 Q2	$1.16M	Buy	61,842 +504	+0.8%	+$9.34K	1.03%	37
2025 Q1	$1.14M	Buy	61,338 +27,013	+79%	+$497K	1.31%	32
2024 Q4	$630K	Buy	+34,325	New	+$635K	0.62%	48

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

Wingate Wealth Advisors's BSCT Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.72% in Q2 2026, buying an estimated $9K and bringing the position to 68,030 shares worth $1.26M. The position accounts for 0.56% of the portfolio, ranked #43.

Wingate Wealth Advisors 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.

Wingate Wealth Advisors held 68,030 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.26M as of Q2 2026.
Wingate Wealth Advisors bought 483 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $9K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.56% of Wingate Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Wingate Wealth Advisors 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 Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.