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Berger Financial Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Berger Financial Group’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 		$347K Hold
18,659
– – 0.02% 354
2026
Q1 		$348K Hold
18,659
– – 0.02% 342
2025
Q4 		$351K Buy
+18,659
New +$352K 0.02% 338
2024
Q4 		– Sell
-57,360
Closed -$1.08M – 414
2024
Q3 		$1.08M Hold
57,360
– – 0.08% 158
2024
Q2 		$1.04M Buy
+57,360
New +$1.04M 0.08% 147

Other funds holding BSCT

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Berger Financial Group's BSCT Position: Q2 2026 in Review

Berger Financial Group held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 18,659 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #354.

Berger Financial Group first reported a position in BSCT in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2024. 251 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Berger Financial Group held 18,659 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $347K as of Q2 2026.
  • Berger Financial Group left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #354 holding.
  • Berger Financial Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Berger Financial Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.08M in Q3 2024.
  • 251 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.