EWM
BSCT icon

Empirical Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Empirical Wealth Management’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 		$3.47M Buy
186,569
+2,993
+2% +$55.8K 0.05% 196
2026
Q1 		$3.43M Buy
183,576
+2,015
+1% +$37.9K 0.06% 191
2025
Q4 		$3.42M Buy
181,561
+2,249
+1% +$42.4K 0.06% 183
2025
Q3 		$3.37M Buy
179,312
+1,540
+0.9% +$28.9K 0.07% 179
2025
Q2 		$3.32M Buy
177,772
+5,743
+3% +$106K 0.08% 168
2025
Q1 		$3.19M Buy
172,029
+7,534
+5% +$139K 0.08% 166
2024
Q4 		$3.02M Buy
164,495
+4,248
+3% +$78.6K 0.08% 156
2024
Q3 		$3.01M Buy
160,247
+4,209
+3% +$78.3K 0.08% 156
2024
Q2 		$2.83M Buy
156,038
+24,625
+19% +$446K 0.08% 151
2024
Q1 		$2.4M Buy
131,413
+15,329
+13% +$281K 0.07% 163
2023
Q4 		$2.15M Buy
116,084
+2,772
+2% +$49.3K 0.07% 158
2023
Q3 		$1.99M Buy
113,312
+1,006
+0.9% +$17.9K 0.08% 158
2023
Q2 		$2.02M Sell
112,306
-1,890
-2% -$34.4K 0.08% 155
2023
Q1 		$2.09M Buy
114,196
+30,659
+37% +$554K 0.09% 137
2022
Q4 		$1.48M Buy
+83,537
New +$1.47M 0.07% 159

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Empirical Wealth Management's BSCT Position: Q2 2026 in Review

Empirical Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.6% in Q2 2026, buying an estimated $55.8K and bringing the position to 186,569 shares worth $3.47M. The position accounts for 0.05% of the portfolio, ranked #196.

Empirical Wealth Management first reported a position in BSCT in Q4 2022 and has held it in 15 quarters since. 168 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Empirical Wealth Management held 186,569 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.47M as of Q2 2026.
  • Empirical Wealth Management bought 2,993 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $55.8K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Empirical Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 168 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.