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

Goodman 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	$590K	Hold	31,634	–	–	0.1%	57
2025 Q4	$596K	Hold	31,634	–	–	0.11%	48
2025 Q3	$595K	Buy	31,634 +10,650	+51%	+$200K	0.12%	45
2025 Q2	$392K	Buy	20,984 +2,415	+13%	+$44.8K	0.08%	51
2025 Q1	$344K	Buy	+18,569	New	+$342K	0.07%	52

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goodman Financial's BSCT Position: Q1 2026 in Review

Goodman Financial held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q1 2026 at 31,634 shares worth $590K. The position accounts for 0.1% of the portfolio, ranked #57.

Goodman Financial first reported a position in BSCT in Q1 2025 and has held it in 5 quarters since. The position peaked at $596K in Q4 2025. 342 funds tracked by Wall St. Rank hold BSCT as of Q1 2026.

Goodman Financial held 31,634 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $590K as of Q1 2026.
Goodman Financial left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q1 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of Goodman Financial's portfolio in Q1 2026, its #57 holding.
Goodman Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
Goodman Financial's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $596K in Q4 2025.
342 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q1 2026.

Based on Goodman Financial's 13F filing for Q1 2026, filed 6 May 2026.