Brown Financial Advisory’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Brown Financial Advisory’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	$422K	Hold	22,730	–	–	0.18%	33
2026 Q1	$424K	Hold	22,730	–	–	0.21%	31
2025 Q4	$428K	Hold	22,730	–	–	0.22%	35
2025 Q3	$428K	Hold	22,730	–	–	0.22%	34
2025 Q2	$425K	Buy	22,730 +6,534	+40%	+$121K	0.23%	33
2025 Q1	$300K	Buy	+16,196	New	+$298K	0.19%	38
2024 Q4	–	Sell	-14,683	Closed	-$276K	–	37
2024 Q3	$276K	Buy	+14,683	New	+$273K	0.2%	30

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

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Brown Financial Advisory's BSCT Position: Q2 2026 in Review

Brown Financial Advisory held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 22,730 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #33.

Brown Financial Advisory first reported a position in BSCT in Q3 2024 and has held it in 7 quarters since. The position peaked at $428K in Q4 2025. 183 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Brown Financial Advisory held 22,730 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $422K as of Q2 2026.
Brown Financial Advisory left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.18% of Brown Financial Advisory's portfolio in Q2 2026, its #33 holding.
Brown Financial Advisory first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Brown Financial Advisory's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $428K in Q4 2025.
183 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.