CAM
BSCT icon

Clark Asset Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Clark Asset Management’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 		$26.1M Buy
1,407,457
+162,638
+13% +$3.03M 2.05% 10
2026
Q1 		$23.2M Buy
1,244,819
+242,921
+24% +$4.57M 2.18% 11
2025
Q4 		$18.9M Buy
1,001,898
+163,563
+20% +$3.08M 1.96% 12
2025
Q3 		$15.8M Buy
838,335
+159,314
+23% +$2.99M 1.83% 15
2025
Q2 		$12.7M Buy
679,021
+106,750
+19% +$1.98M 1.73% 18
2025
Q1 		$10.6M Buy
572,271
+80,702
+16% +$1.49M 1.78% 18
2024
Q4 		$9.02M Buy
491,569
+147,656
+43% +$2.73M 1.68% 18
2024
Q3 		$6.47M Buy
343,913
+119,773
+53% +$2.23M 1.39% 18
2024
Q2 		$4.07M Buy
224,140
+64,077
+40% +$1.16M 1.13% 20
2024
Q1 		$2.93M Buy
160,063
+60,750
+61% +$1.11M 0.9% 22
2023
Q4 		$1.84M Buy
99,313
+49,805
+101% +$886K 0.67% 24
2023
Q3 		$868K Buy
49,508
+4,235
+9% +$75.5K 0.37% 30
2023
Q2 		$812K Buy
45,273
+3,144
+7% +$57.1K 0.38% 31
2023
Q1 		$771K Buy
42,129
+497
+1% +$8.98K 0.46% 29
2022
Q4 		$740K Buy
+41,632
New +$734K 0.53% 28

Other funds holding BSCT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
P
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return