Aventura Private Wealth’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Aventura Private Wealth’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	$836	Hold	45	–	–	﹤0.01%	900
2026 Q1	$840	Hold	45	–	–	﹤0.01%	812
2025 Q4	$848	Hold	45	–	–	﹤0.01%	759
2025 Q3	$846	Hold	45	–	–	﹤0.01%	744
2025 Q2	$842	Buy	+45	New	+$834	﹤0.01%	701

Other funds holding BSCT

AWM

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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

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

Aventura Private Wealth's BSCT Position: Q2 2026 in Review

Aventura Private Wealth held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 45 shares worth $836. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Aventura Private Wealth first reported a position in BSCT in Q2 2025 and has held it in 5 quarters since. The position peaked at $848 in Q4 2025. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Aventura Private Wealth held 45 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $836 as of Q2 2026.
Aventura Private Wealth left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #900 holding.
Aventura Private Wealth first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Aventura Private Wealth's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $848 in Q4 2025.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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