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 Q3	$567K	Buy	31,181 +1,504	+5%	+$27.8K	0.07%	82
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

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

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

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Insight Wealth Partners's BSCT Position: Q3 2026 in Review

Insight Wealth Partners increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.1% in Q3 2026, buying an estimated $27.8K and bringing the position to 31,181 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #82.

Insight Wealth Partners first reported a position in BSCT in Q1 2025 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Insight Wealth Partners held 31,181 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $567K as of Q3 2026.
Insight Wealth Partners bought 1,504 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $27.8K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.07% of Insight Wealth Partners's portfolio in Q3 2026, its #82 holding.
Insight Wealth Partners first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.