AWM
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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
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

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
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Accurate Wealth Management's BSCT Position: Q2 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 36,595 shares worth $679K. The position accounts for 0.06% of the portfolio, ranked #286.

Accurate Wealth Management first reported a position in BSCT in Q2 2025 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Accurate Wealth Management held 36,595 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $679K as of Q2 2026.
  • Accurate Wealth Management bought 786 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $14.6K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Accurate Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.