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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 352 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.
352 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.