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 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

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

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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Central Valley Advisors's BSCT Position: Q2 2026 in Review

Central Valley Advisors reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1% in Q2 2026, selling an estimated $111K and leaving 572,218 shares worth $10.6M. The position accounts for 2.73% of the portfolio, ranked #12.

Central Valley Advisors first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.8M in Q1 2026. 117 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Central Valley Advisors held 572,218 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $10.6M as of Q2 2026.
Central Valley Advisors sold 5,935 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $111K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.73% of Central Valley Advisors's portfolio in Q2 2026, its #12 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Central Valley Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $10.8M in Q1 2026.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.