FF
BSCT icon

Farnam Financial’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Farnam Financial’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 		$5.5M Buy
295,926
+20,178
+7% +$376K 4.01% 11
2026
Q1 		$5.15M Buy
275,748
+20,749
+8% +$390K 4.23% 8
2025
Q4 		$4.8M Buy
254,999
+40,711
+19% +$767K 3.61% 11
2025
Q3 		$4.03M Buy
214,288
+24,941
+13% +$468K 3.13% 12
2025
Q2 		$3.54M Buy
189,347
+44,869
+31% +$831K 3.18% 11
2025
Q1 		$2.68M Buy
144,478
+17,022
+13% +$313K 2.72% 10
2024
Q4 		$2.34M Buy
127,456
+14,864
+13% +$275K 2.44% 11
2024
Q3 		$2.12M Buy
+112,592
New +$2.09M 2.33% 12

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Farnam Financial's BSCT Position: Q2 2026 in Review

Farnam Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 7.3% in Q2 2026, buying an estimated $376K and bringing the position to 295,926 shares worth $5.5M. The position accounts for 4.01% of the portfolio, ranked #11.

Farnam Financial first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Farnam Financial held 295,926 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.5M as of Q2 2026.
  • Farnam Financial bought 20,178 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $376K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 4.01% of Farnam Financial's portfolio in Q2 2026, its #11 holding.
  • Farnam Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Farnam Financial's 13F filing for Q2 2026, filed 22 Jul 2026.