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 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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 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

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Infinity Wealth Counsel's BSCT Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 7.3% in Q2 2026, buying an estimated $253K and bringing the position to 198,550 shares worth $3.69M. The position accounts for 2.98% of the portfolio, ranked #11.

Infinity Wealth Counsel first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Infinity Wealth Counsel held 198,550 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $3.69M as of Q2 2026.
Infinity Wealth Counsel bought 13,580 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $253K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.98% of Infinity Wealth Counsel's portfolio in Q2 2026, its #11 holding.
Infinity Wealth Counsel first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.