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

Everpar 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	$1.5M	Buy	80,914 +8,936	+12%	+$167K	0.43%	50
2026 Q1	$1.34M	Buy	71,978 +4,904	+7%	+$92.2K	0.46%	48
2025 Q4	$1.26M	Buy	67,074 +2,386	+4%	+$45K	0.47%	45
2025 Q3	$1.22M	Buy	64,688 +35,393	+121%	+$664K	0.48%	39
2025 Q2	$548K	Buy	29,295 +11,873	+68%	+$220K	0.25%	98
2025 Q1	$323K	Buy	17,422 +3,094	+22%	+$57K	0.17%	167
2024 Q4	$263K	Buy	14,328 +4,007	+39%	+$74.1K	0.13%	211
2024 Q3	$194K	Buy	+10,321	New	+$192K	0.1%	257

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

Everpar Advisors's BSCT Position: Q2 2026 in Review

Everpar Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 12% in Q2 2026, buying an estimated $167K and bringing the position to 80,914 shares worth $1.5M. The position accounts for 0.43% of the portfolio, ranked #50.

Everpar Advisors first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Everpar Advisors held 80,914 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.5M as of Q2 2026.
Everpar Advisors bought 8,936 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $167K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.43% of Everpar Advisors's portfolio in Q2 2026, its #50 holding.
Everpar Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.