Financial Solutions Advisory Group
BSCT icon

Financial Solutions Advisory Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Financial Solutions Advisory Group’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 		$7.12M Buy
388,555
+50,333
+15% +$930K 0.9% 22
2026
Q2 		$6.28M Buy
338,222
+5,527
+2% +$103K 0.79% 24
2026
Q1 		$6.21M Buy
+332,695
New +$6.26M 0.86% 22

Other funds holding BSCT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Financial Solutions Advisory Group's BSCT Position: Q3 2026 in Review

Financial Solutions Advisory Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 15% in Q3 2026, buying an estimated $930K and bringing the position to 388,555 shares worth $7.12M. The position accounts for 0.9% of the portfolio, ranked #22.

Financial Solutions Advisory Group first reported a position in BSCT in Q1 2026 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Financial Solutions Advisory Group held 388,555 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.12M as of Q3 2026.
  • Financial Solutions Advisory Group bought 50,333 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $930K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.9% of Financial Solutions Advisory Group's portfolio in Q3 2026, its #22 holding.
  • Financial Solutions Advisory Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.