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Concurrent Investment Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Concurrent Investment 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 		$784K Buy
42,212
+30,872
+272% +$575K 0.01% 1147
2026
Q1 		$212K Sell
11,340
-2,385
-17% -$44.9K ﹤0.01% 1717
2025
Q4 		$259K Buy
+13,725
New +$259K ﹤0.01% 1488

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Concurrent Investment Advisors's BSCT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 272% in Q2 2026, buying an estimated $575K and bringing the position to 42,212 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #1147.

Concurrent Investment Advisors first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Concurrent Investment Advisors held 42,212 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $784K as of Q2 2026.
  • Concurrent Investment Advisors bought 30,872 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $575K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1147 holding.
  • Concurrent Investment Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.