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

AMJ Financial 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 Q1	$6.11M	Sell	327,509 -1,411	-0.4%	-$26.5K	1.44%	31
2025 Q4	$6.2M	Buy	328,920 +5,136	+2%	+$96.8K	1.46%	30
2025 Q3	$6.09M	Buy	323,784 +8,962	+3%	+$168K	1.45%	33
2025 Q2	$5.89M	Sell	314,822 -11,965	-4%	-$222K	1.47%	33
2025 Q1	$6.06M	Buy	326,787 +36,088	+12%	+$665K	1.79%	26
2024 Q4	$5.33M	Buy	290,699 +3,665	+1%	+$67.8K	1.47%	33
2024 Q3	$5.4M	Buy	287,034 +6,539	+2%	+$122K	1.55%	31
2024 Q2	$5.09M	Buy	+280,495	New	+$5.08M	1.58%	32

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AMJ Financial Wealth Management's BSCT Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.43% in Q1 2026, selling an estimated $26.5K and leaving 327,509 shares worth $6.11M. The position accounts for 1.44% of the portfolio, ranked #31.

AMJ Financial Wealth Management first reported a position in BSCT in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.2M in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

AMJ Financial Wealth Management held 327,509 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.11M as of Q1 2026.
AMJ Financial Wealth Management sold 1,411 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $26.5K.
Invesco BulletShares 2029 Corporate Bond ETF made up 1.44% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #31 holding.
AMJ Financial Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
AMJ Financial Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $6.2M in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.