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Carnegie Investment Counsel’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Carnegie Investment Counsel’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 		$7.02M Buy
377,967
+62,835
+20% +$1.17M 0.14% 140
2026
Q1 		$5.88M Buy
315,132
+64,024
+25% +$1.2M 0.11% 167
2025
Q4 		$4.73M Buy
251,108
+13,528
+6% +$255K 0.09% 183
2025
Q3 		$4.47M Buy
237,580
+1,320
+0.6% +$24.8K 0.08% 189
2025
Q2 		$4.42M Buy
236,260
+11,677
+5% +$216K 0.09% 178
2025
Q1 		$4.12M Buy
224,583
+10,517
+5% +$194K 0.1% 172
2024
Q4 		$3.93M Buy
214,066
+72,733
+51% +$1.35M 0.11% 158
2024
Q3 		$2.66M Buy
141,333
+11,208
+9% +$208K 0.08% 186
2024
Q2 		$2.36M Buy
130,125
+8,100
+7% +$147K 0.07% 186
2024
Q1 		$2.23M Buy
122,025
+45,235
+59% +$828K 0.07% 201
2023
Q4 		$1.42M Buy
76,790
+9,553
+14% +$170K 0.05% 242
2023
Q3 		$1.18M Buy
+67,237
New +$1.2M 0.05% 254

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

Carnegie Investment Counsel's BSCT Position: Q2 2026 in Review

Carnegie Investment Counsel increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 20% in Q2 2026, buying an estimated $1.17M and bringing the position to 377,967 shares worth $7.02M. The position accounts for 0.14% of the portfolio, ranked #140.

Carnegie Investment Counsel first reported a position in BSCT in Q3 2023 and has held it in 12 quarters since. 235 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Carnegie Investment Counsel held 377,967 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.02M as of Q2 2026.
  • Carnegie Investment Counsel bought 62,835 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $1.17M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.14% of Carnegie Investment Counsel's portfolio in Q2 2026, its #140 holding.
  • Carnegie Investment Counsel first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 235 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.