Accurate Wealth Management
BSGT icon

Accurate Wealth Management’s Invesco BulletShares 2029 Treasury Bond ETF BSGT Stock Holding History

Accurate Wealth Management’s Portfolio BSGT Stock Details BSGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$479K Buy
+19,392
New +$484K 0.04% 383

Other funds holding BSGT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in Invesco BulletShares 2029 Treasury Bond ETF (BSGT) in Q3 2026: 19,392 shares worth $479K. The stake represents 0.04% of the portfolio and ranks #383 among its holdings.

5 funds tracked by Wall St. Rank hold BSGT as of Q3 2026.

  • Accurate Wealth Management held 19,392 shares of Invesco BulletShares 2029 Treasury Bond ETF worth $479K as of Q3 2026.
  • Invesco BulletShares 2029 Treasury Bond ETF was a new Accurate Wealth Management position in Q3 2026.
  • Invesco BulletShares 2029 Treasury Bond ETF made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #383 holding.
  • 5 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Treasury Bond ETF as of Q3 2026.

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