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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
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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TF
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
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

Commonwealth Financial Services's BSCT Position: Q2 2026 in Review

Commonwealth Financial Services increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 11% in Q2 2026, buying an estimated $22.1K and bringing the position to 11,881 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #275.

Commonwealth Financial Services first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Commonwealth Financial Services held 11,881 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $221K as of Q2 2026.
  • Commonwealth Financial Services bought 1,187 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $22.1K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #275 holding.
  • Commonwealth Financial Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.