World Equity Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

World Equity Group’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	$428K	Hold	23,018	–	–	0.1%	245
2026 Q1	$430K	Hold	23,018	–	–	0.11%	219
2025 Q4	$434K	Buy	23,018 +1,370	+6%	+$25.8K	0.12%	187
2025 Q3	$407K	Hold	21,648	–	–	0.09%	216
2025 Q2	$405K	Buy	21,648 +7,770	+56%	+$144K	0.11%	190
2025 Q1	$259K	Sell	13,878 -7,248	-34%	-$133K	0.07%	251
2024 Q4	$387K	Buy	+21,126	New	+$391K	0.08%	229

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

World Equity Group's BSCT Position: Q2 2026 in Review

World Equity Group held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 23,018 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #245.

World Equity Group first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $434K in Q4 2025. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

World Equity Group held 23,018 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $428K as of Q2 2026.
World Equity Group left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of World Equity Group's portfolio in Q2 2026, its #245 holding.
World Equity Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
World Equity Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $434K in Q4 2025.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.