Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Comprehensive Financial Consultants Institutional’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	Sell	11,890 -667	-5%	-$12.4K	0.06%	197
2026 Q1	$234K	Sell	12,557 -501	-4%	-$9.42K	0.07%	181
2025 Q4	$246K	Buy	13,058 +530	+4%	+$9.98K	0.07%	175
2025 Q3	$236K	Buy	12,528 +320	+3%	+$6K	0.07%	173
2025 Q2	$228K	Hold	12,208	–	–	0.07%	174
2025 Q1	$226K	Buy	+12,208	New	+$225K	0.08%	170
2022 Q1	–	Sell	-2,714	Closed	-$54K	–	186
2021 Q4	$54K	Buy	+2,714	New	+$56.9K	0.03%	228

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

Comprehensive Financial Consultants Institutional's BSCT Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.3% in Q2 2026, selling an estimated $12.4K and leaving 11,890 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #197.

Comprehensive Financial Consultants Institutional first reported a position in BSCT in Q4 2021 and has held it in 7 quarters since. The position peaked at $246K in Q4 2025. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Comprehensive Financial Consultants Institutional held 11,890 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $221K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 667 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $12.4K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.06% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #197 holding.
Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2021 and has held it in 7 quarters since.
Comprehensive Financial Consultants Institutional's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $246K in Q4 2025.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.