Accurate Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Accurate Wealth 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 Q3	$922K	Buy	50,424 +13,829	+38%	+$255K	0.08%	244
2026 Q2	$679K	Buy	36,595 +786	+2%	+$14.6K	0.06%	286
2026 Q1	$670K	Buy	35,809 +6,793	+23%	+$128K	0.08%	256
2025 Q4	$547K	Buy	29,016 +165	+0.6%	+$3.11K	0.07%	286
2025 Q3	$546K	Buy	28,851 +617	+2%	+$11.6K	0.07%	279
2025 Q2	$527K	Buy	+28,234	New	+$523K	0.08%	254

Other funds holding BSCT

LPL Financial San Diego, California $468B AUM 17.69% 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

Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Accurate Wealth Management's BSCT Position: Q3 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 38% in Q3 2026, buying an estimated $255K and bringing the position to 50,424 shares worth $922K. The position accounts for 0.08% of the portfolio, ranked #244.

Accurate Wealth Management first reported a position in BSCT in Q2 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Accurate Wealth Management held 50,424 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $922K as of Q3 2026.
Accurate Wealth Management bought 13,829 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $255K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.08% of Accurate Wealth Management's portfolio in Q3 2026, its #244 holding.
Accurate Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.