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 Q3	$5.52M	Buy	301,374 +5,448	+2%	+$101K	4.07%	10
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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Farnam Financial's BSCT Position: Q3 2026 in Review

Farnam Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.8% in Q3 2026, buying an estimated $101K and bringing the position to 301,374 shares worth $5.52M. The position accounts for 4.07% of the portfolio, ranked #10.

Farnam Financial first reported a position in BSCT in Q3 2024 and has held it in 9 quarters since. 103 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Farnam Financial held 301,374 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.52M as of Q3 2026.
Farnam Financial bought 5,448 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $101K.
Invesco BulletShares 2029 Corporate Bond ETF made up 4.07% of Farnam Financial's portfolio in Q3 2026, its #10 holding.
Farnam Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
103 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.