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AA Financial Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

AA Financial 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 		$6.06M Sell
326,443
-795
-0.2% -$14.8K 0.73% 44
2026
Q1 		$6.11M Sell
327,238
-106,344
-25% -$2M 0.86% 39
2025
Q4 		$8.17M Sell
433,582
-106,870
-20% -$2.01M 1.51% 23
2025
Q3 		$10.2M Buy
540,452
+49,868
+10% +$936K 2% 12
2025
Q2 		$9.17M Buy
490,584
+63,878
+15% +$1.18M 1.98% 14
2025
Q1 		$7.91M Buy
426,706
+81,317
+24% +$1.5M 1.93% 15
2024
Q4 		$6.33M Buy
345,389
+62,691
+22% +$1.16M 1.69% 21
2024
Q3 		$5.32M Buy
282,698
+52,152
+23% +$970K 1.54% 22
2024
Q2 		$4.19M Buy
230,546
+89,023
+63% +$1.61M 1.48% 23
2024
Q1 		$2.59M Buy
+141,523
New +$2.59M 1.05% 30

Other funds holding BSCT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

AA Financial Advisors's BSCT Position: Q2 2026 in Review

AA Financial Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.24% in Q2 2026, selling an estimated $14.8K and leaving 326,443 shares worth $6.06M. The position accounts for 0.73% of the portfolio, ranked #44.

AA Financial Advisors first reported a position in BSCT in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.2M in Q3 2025. 126 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • AA Financial Advisors held 326,443 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.06M as of Q2 2026.
  • AA Financial Advisors sold 795 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $14.8K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.73% of AA Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • AA Financial Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $10.2M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.