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 Q2	$588K	Hold	31,634	–	–	0.09%	59
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 $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goodman Financial's BSCT Position: Q2 2026 in Review

Goodman Financial held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 31,634 shares worth $588K. The position accounts for 0.09% of the portfolio, ranked #59.

Goodman Financial first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $596K in Q4 2025. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Goodman Financial held 31,634 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $588K as of Q2 2026.
Goodman Financial left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.09% of Goodman Financial's portfolio in Q2 2026, its #59 holding.
Goodman Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Goodman Financial's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $596K in Q4 2025.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Goodman Financial's 13F filing for Q2 2026, filed 29 Jul 2026.