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Carroll Advisory Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Carroll Advisory 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
Q3 		$7.98M Buy
438,229
+63,772
+17% +$1.18M 2.51% 13
2026
Q2 		$6.96M Buy
374,457
+69,185
+23% +$1.29M 2.28% 12
2026
Q1 		$5.7M Buy
305,272
+105,384
+53% +$1.98M 2.21% 13
2025
Q4 		$3.76M Buy
+199,888
New +$3.77M 1.63% 15

Other funds holding BSCT

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Carroll Advisory Group's BSCT Position: Q3 2026 in Review

Carroll Advisory Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 17% in Q3 2026, buying an estimated $1.18M and bringing the position to 438,229 shares worth $7.98M. The position accounts for 2.51% of the portfolio, ranked #13.

Carroll Advisory Group first reported a position in BSCT in Q4 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Carroll Advisory Group held 438,229 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.98M as of Q3 2026.
  • Carroll Advisory Group bought 63,772 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $1.18M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 2.51% of Carroll Advisory Group's portfolio in Q3 2026, its #13 holding.
  • Carroll Advisory Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Carroll Advisory Group's 13F filing for Q3 2026, filed 16 Oct 2026.