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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Farnam Financial's BSCT Position: Q1 2026 in Review

Farnam Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 8.1% in Q1 2026, buying an estimated $390K and bringing the position to 275,748 shares worth $5.15M. The position accounts for 4.23% of the portfolio, ranked #8.

Farnam Financial first reported a position in BSCT in Q3 2024 and has held it in 7 quarters since. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

  • Farnam Financial held 275,748 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.15M as of Q1 2026.
  • Farnam Financial bought 20,749 Invesco BulletShares 2029 Corporate Bond ETF shares in Q1 2026, an estimated $390K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 4.23% of Farnam Financial's portfolio in Q1 2026, its #8 holding.
  • Farnam Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.