Central Valley Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Central Valley Advisors’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	$10.8M	Buy	592,226 +20,008	+3%	+$370K	2.9%	11
2026 Q2	$10.6M	Sell	572,218 -5,935	-1%	-$111K	2.73%	12
2026 Q1	$10.8M	Buy	578,153 +44,369	+8%	+$834K	2.94%	9
2025 Q4	$10.1M	Buy	533,784 +23,202	+5%	+$437K	3%	9
2025 Q3	$9.6M	Buy	510,582 +4,930	+1%	+$92.5K	2.97%	9
2025 Q2	$9.46M	Buy	505,652 +29,256	+6%	+$542K	3.22%	8
2025 Q1	$8.83M	Buy	476,396 +454,623	+2,088%	+$8.37M	3.34%	8
2024 Q4	$399K	Buy	+21,773	New	+$403K	0.18%	93

Other funds holding BSCT

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Central Valley Advisors's BSCT Position: Q3 2026 in Review

Central Valley Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.5% in Q3 2026, buying an estimated $370K and bringing the position to 592,226 shares worth $10.8M. The position accounts for 2.9% of the portfolio, ranked #11.

Central Valley Advisors first reported a position in BSCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.8M in Q1 2026. 161 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Central Valley Advisors held 592,226 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $10.8M as of Q3 2026.
Central Valley Advisors bought 20,008 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $370K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.9% of Central Valley Advisors's portfolio in Q3 2026, its #11 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
Central Valley Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $10.8M in Q1 2026.
161 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.