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CX Institutional’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

CX 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 		$7K Sell
386
-2,062
-84% -$38.4K ﹤0.01% 1337
2026
Q1 		$46K Buy
2,448
+26
+1% +$489 ﹤0.01% 986
2025
Q4 		$46K Buy
2,422
+40
+2% +$754 ﹤0.01% 984
2025
Q3 		$45K Buy
+2,382
New +$44.7K ﹤0.01% 959

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

CX Institutional's BSCT Position: Q2 2026 in Review

CX Institutional reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 84% in Q2 2026, selling an estimated $38.4K and leaving 386 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

CX Institutional first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. The position peaked at $46K in Q1 2026. 98 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • CX Institutional held 386 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7K as of Q2 2026.
  • CX Institutional sold 2,062 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $38.4K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1337 holding.
  • CX Institutional first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $46K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.