J.W. Cole Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

J.W. Cole Advisors’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	$1.59M	Buy	+85,737	New	+$1.6M	0.03%	584
2026 Q1	–	Sell	-78,134	Closed	-$1.47M	–	830
2025 Q4	$1.47M	Buy	78,134 +4,723	+6%	+$89K	0.04%	503
2025 Q3	$1.38M	Buy	73,411 +6,851	+10%	+$129K	0.03%	607
2025 Q2	$1.24M	Buy	66,560 +4,789	+8%	+$88.7K	0.03%	594
2025 Q1	$1.14M	Buy	61,771 +34,739	+129%	+$640K	0.04%	493
2024 Q4	$496K	Buy	+27,032	New	+$500K	0.02%	600

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

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

J.W. Cole Advisors's BSCT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2026: 85,737 shares worth $1.59M. The stake represents 0.03% of the portfolio and ranks #584 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSCT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSCT in Q4 2024 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

J.W. Cole Advisors held 85,737 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.59M as of Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #584 holding.
J.W. Cole Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
126 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.