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

Howard 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	$5.64M	Buy	310,049 +9,975	+3%	+$184K	2.04%	12
2026 Q2	$5.57M	Buy	300,074 +16,088	+6%	+$300K	2.06%	9
2026 Q1	$5.3M	Buy	283,986 +8,549	+3%	+$161K	2.23%	9
2025 Q4	$5.19M	Buy	275,437 +62,610	+29%	+$1.18M	2.27%	10
2025 Q3	$4M	Buy	212,827 +10,352	+5%	+$194K	1.84%	15
2025 Q2	$3.79M	Buy	202,475 +317	+0.2%	+$5.87K	1.91%	15
2025 Q1	$3.75M	Sell	202,158 -3,175	-2%	-$58.5K	2.09%	11
2024 Q4	$3.77M	Sell	205,333 -16,795	-8%	-$311K	2.04%	13
2024 Q3	$4.18M	Buy	+222,128	New	+$4.13M	2.43%	11

Other funds holding BSCT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

Howard Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 3.3% in Q3 2026, buying an estimated $184K and bringing the position to 310,049 shares worth $5.64M. The position accounts for 2.04% of the portfolio, ranked #12.

Howard Wealth Management first reported a position in BSCT in Q3 2024 and has held it in 9 quarters since. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Howard Wealth Management held 310,049 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.64M as of Q3 2026.
Howard Wealth Management bought 9,975 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $184K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.04% of Howard Wealth Management's portfolio in Q3 2026, its #12 holding.
Howard Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.