Horizons Wealth Management
BSCT icon

Horizons Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Horizons Wealth Management’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 		$4.23M Buy
+232,358
New +$4.29M 2.64% 10
2026
Q1 		$4.26M Buy
228,195
+10,131
+5% +$191K 2.79% 10
2025
Q4 		$4.11M Buy
218,064
+2,038
+0.9% +$38.4K 2.69% 10
2025
Q3 		$4.06M Buy
216,026
+4,442
+2% +$83.3K 2.77% 9
2025
Q2 		$3.96M Sell
211,584
-99
-0% -$1.84K 2.82% 9
2025
Q1 		$3.92M Buy
211,683
+13,550
+7% +$250K 2.92% 9
2024
Q4 		$3.63M Buy
198,133
+21,498
+12% +$398K 2.77% 9
2024
Q3 		$3.32M Buy
176,635
+2,506
+1% +$46.6K 2.55% 12
2024
Q2 		$3.2M Sell
174,129
-34,777
-17% -$630K 2.53% 13
2024
Q1 		$3.87M Hold
208,906
– – 2.54% 15
2023
Q4 		$3.87M Buy
208,906
+141,425
+210% +$2.52M 2.54% 15
2023
Q3 		$1.18M Buy
67,481
+13,709
+25% +$244K 0.86% 20
2023
Q2 		$964K Buy
53,772
+9,920
+23% +$180K 0.68% 23
2023
Q1 		$802K Buy
43,852
+17,068
+64% +$309K 0.59% 26
2022
Q4 		$477K Buy
+26,784
New +$472K 0.38% 34

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

Horizons Wealth Management's BSCT Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q3 2026: 232,358 shares worth $4.23M. The stake represents 2.64% of the portfolio and ranks #10 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in BSCT as recently as Q1 2026.

Horizons Wealth Management first reported a position in BSCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.26M in Q1 2026. 323 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Horizons Wealth Management held 232,358 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.23M as of Q3 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF was a new Horizons Wealth Management position in Q3 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 2.64% of Horizons Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Horizons Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $4.26M in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.