AC
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Apella Capital’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Apella Capital’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 		$1.04M Buy
55,844
+857
+2% +$16K 0.01% 368
2026
Q1 		$1.03M Sell
54,987
-1,876
-3% -$35.3K 0.02% 361
2025
Q4 		$1.07M Sell
56,863
-601
-1% -$11.3K 0.02% 271
2025
Q3 		$1.09M Buy
57,464
+11,426
+25% +$214K 0.02% 242
2025
Q2 		$858K Sell
46,038
-676
-1% -$12.5K 0.02% 239
2025
Q1 		$863K Buy
46,714
+755
+2% +$13.9K 0.03% 201
2024
Q4 		$843K Buy
45,959
+12,619
+38% +$233K 0.03% 178
2024
Q3 		$628K Sell
33,340
-2,907
-8% -$54.1K 0.03% 196
2024
Q2 		$663K Sell
36,247
-1,314
-3% -$23.8K 0.03% 185
2024
Q1 		$683K Sell
37,561
-347
-0.9% -$6.35K 0.03% 168
2023
Q4 		$697K Buy
37,908
+25,883
+215% +$461K 0.04% 162
2023
Q3 		$211K Sell
12,025
-247
-2% -$4.4K 0.01% 247
2023
Q2 		$220K Buy
+12,272
New +$223K 0.02% 240
2022
Q4 		$375K Sell
21,075
-1,937
-8% -$34.2K 0.03% 170
2022
Q3 		$399K Sell
23,012
-17
-0.1% -$310 0.05% 152
2022
Q2 		$418K Sell
23,029
-1,082
-4% -$20K 0.05% 152
2022
Q1 		$469K Sell
24,111
-2,793
-10% -$56K 0.07% 132
2021
Q4 		$563K Sell
26,904
-1,323
-5% -$27.8K 0.07% 125
2021
Q3 		$596K Sell
28,227
-4,575
-14% -$97.8K 0.09% 123
2021
Q2 		$698K Sell
32,802
-2,313
-7% -$48.6K 0.11% 113
2021
Q1 		$727K Sell
35,115
-8,234
-19% -$175K 0.23% 72
2020
Q4 		$945K Buy
43,349
+3,586
+9% +$77.3K 0.33% 64
2020
Q3 		$852K Buy
39,763
+3,796
+11% +$81.7K 0.34% 61
2020
Q2 		$763K Buy
35,967
+9,316
+35% +$191K 0.36% 63
2020
Q1 		$510K Buy
+26,651
New +$535K 0.3% 65

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
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Apella Capital's BSCT Position: Q2 2026 in Review

Apella Capital increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.6% in Q2 2026, buying an estimated $16K and bringing the position to 55,844 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #368.

Apella Capital first reported a position in BSCT in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.09M in Q3 2025. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Apella Capital held 55,844 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.04M as of Q2 2026.
  • Apella Capital bought 857 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $16K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #368 holding.
  • Apella Capital first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.09M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.