Superior Planning, LLC’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Superior Planning, LLC’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 Q3	$1.47M	Buy	+80,599	New	+$1.49M	0.61%	33

Other funds holding BSCT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's BSCT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2026: 80,599 shares worth $1.47M. The stake represents 0.61% of the portfolio and ranks #33 among its holdings.

283 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Superior Planning, LLC held 80,599 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.47M as of Q3 2026.
Invesco BulletShares 2029 Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.61% of Superior Planning, LLC's portfolio in Q3 2026, its #33 holding.
283 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.