IWM
BSCT icon

Integris Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Integris 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 		$222K Buy
11,937
+135
+1% +$2.52K 0.04% 124
2026
Q1 		$220K Buy
11,802
+128
+1% +$2.41K 0.05% 110
2025
Q4 		$220K Buy
+11,674
New +$220K 0.05% 109

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

Integris Wealth Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.1% in Q2 2026, buying an estimated $2.52K and bringing the position to 11,937 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #124.

Integris Wealth Management first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Integris Wealth Management held 11,937 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $222K as of Q2 2026.
  • Integris Wealth Management bought 135 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $2.52K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of Integris Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Integris Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 139 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

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