Insight Wealth Partners’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Insight Wealth Partners’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	$551K	Buy	29,677 +802	+3%	+$14.9K	0.07%	83
2026 Q1	$539K	Buy	28,875 +268	+0.9%	+$5.04K	0.08%	80
2025 Q4	$539K	Sell	28,607 -819	-3%	-$15.4K	0.07%	75
2025 Q3	$554K	Buy	29,426 +1,326	+5%	+$24.9K	0.17%	71
2025 Q2	$525K	Buy	28,100 +2,171	+8%	+$40.2K	0.2%	68
2025 Q1	$480K	Buy	+25,929	New	+$478K	0.08%	72

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Insight Wealth Partners's BSCT Position: Q2 2026 in Review

Insight Wealth Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.8% in Q2 2026, buying an estimated $14.9K and bringing the position to 29,677 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #83.

Insight Wealth Partners first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $554K in Q3 2025. 351 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Insight Wealth Partners held 29,677 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $551K as of Q2 2026.
Insight Wealth Partners bought 802 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $14.9K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.07% of Insight Wealth Partners's portfolio in Q2 2026, its #83 holding.
Insight Wealth Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Insight Wealth Partners's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $554K in Q3 2025.
351 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.