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

Aprio 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 		$690K Buy
37,152
+12,350
+50% +$230K 0.03% 309
2026
Q1 		$463K Buy
24,802
+6,315
+34% +$119K 0.03% 379
2025
Q4 		$348K Buy
+18,487
New +$348K 0.02% 399

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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 $44.6B AUM 28.94% 1-Year Est. Return

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

Aprio Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 50% in Q2 2026, buying an estimated $230K and bringing the position to 37,152 shares worth $690K. The position accounts for 0.03% of the portfolio, ranked #309.

Aprio Wealth Management first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Aprio Wealth Management held 37,152 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $690K as of Q2 2026.
  • Aprio Wealth Management bought 12,350 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $230K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Aprio Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.