Commonwealth Financial Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Commonwealth Financial Services’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	–	Sell	-11,881	Closed	-$221K	–	298
2026 Q2	$221K	Buy	11,881 +1,187	+11%	+$22.1K	0.03%	275
2026 Q1	$200K	Buy	10,694 +108	+1%	+$2.03K	0.03%	255
2025 Q4	$199K	Sell	10,586 -54	-0.5%	-$1.02K	0.03%	225
2025 Q3	$200K	Buy	+10,640	New	+$200K	0.03%	219

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

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Commonwealth Financial Services's BSCT Position: Q3 2026 in Review

Commonwealth Financial Services sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2026, closing a stake of 11,881 shares — an estimated $221K sold.

Commonwealth Financial Services first reported a position in BSCT in Q3 2025 and held it in 4 quarters. The position peaked at $221K in Q2 2026. 112 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Commonwealth Financial Services reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q3 2026 after selling out during the quarter.
Commonwealth Financial Services sold 11,881 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $221K.
Commonwealth Financial Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and held it in 4 quarters.
Commonwealth Financial Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $221K in Q2 2026.
112 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.