Genesis Wealth Advisors
BSCT icon

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

Genesis Wealth 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
Q3 		$589K Hold
32,350
– – 0.35% 30
2026
Q2 		$601K Hold
32,350
– – 0.36% 28
2026
Q1 		$604K Hold
32,350
– – 0.4% 24
2025
Q4 		$609K Buy
+32,350
New +$609K 0.42% 27

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Clearstead Advisors
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UBS Group
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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
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Anchor Investment Management
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Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Genesis Wealth Advisors's BSCT Position: Q3 2026 in Review

Genesis Wealth Advisors held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q3 2026 at 32,350 shares worth $589K. The position accounts for 0.35% of the portfolio, ranked #30.

Genesis Wealth Advisors first reported a position in BSCT in Q4 2025 and has held it in 4 quarters since. The position peaked at $609K in Q4 2025. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Genesis Wealth Advisors held 32,350 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $589K as of Q3 2026.
  • Genesis Wealth Advisors left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.35% of Genesis Wealth Advisors's portfolio in Q3 2026, its #30 holding.
  • Genesis Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Genesis Wealth Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $609K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Genesis Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.