HWM
BSCT icon

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
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

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Howard Wealth Management's BSCT Position: Q2 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.7% in Q2 2026, buying an estimated $300K and bringing the position to 300,074 shares worth $5.57M. The position accounts for 2.06% of the portfolio, ranked #9.

Howard Wealth Management first reported a position in BSCT in Q3 2024 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Howard Wealth Management held 300,074 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.57M as of Q2 2026.
  • Howard Wealth Management bought 16,088 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $300K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 2.06% of Howard Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Howard Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 181 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.