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Infinity Wealth Counsel’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Infinity Wealth Counsel’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 		$3.67M Buy
201,834
+3,284
+2% +$60.7K 2.96% 10
2026
Q2 		$3.69M Buy
198,550
+13,580
+7% +$253K 2.98% 11
2026
Q1 		$3.45M Buy
184,970
+1,531
+0.8% +$28.8K 3.17% 10
2025
Q4 		$3.46M Buy
183,439
+2,385
+1% +$44.9K 3.15% 10
2025
Q3 		$3.41M Sell
181,054
-4,750
-3% -$89.1K 3.3% 9
2025
Q2 		$3.47M Buy
185,804
+4,014
+2% +$74.4K 3.51% 9
2025
Q1 		$3.37M Buy
181,790
+2,250
+1% +$41.4K 3.64% 10
2024
Q4 		$3.29M Buy
+179,540
New +$3.32M 3.51% 11

Other funds holding BSCT

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
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Infinity Wealth Counsel's BSCT Position: Q3 2026 in Review

Infinity Wealth Counsel increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.7% in Q3 2026, buying an estimated $60.7K and bringing the position to 201,834 shares worth $3.67M. The position accounts for 2.96% of the portfolio, ranked #10.

Infinity Wealth Counsel first reported a position in BSCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.69M in Q2 2026. 94 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Infinity Wealth Counsel held 201,834 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.67M as of Q3 2026.
  • Infinity Wealth Counsel bought 3,284 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $60.7K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 2.96% of Infinity Wealth Counsel's portfolio in Q3 2026, its #10 holding.
  • Infinity Wealth Counsel first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Infinity Wealth Counsel's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.69M in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.