Kirr Marbach & Co’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Kirr Marbach & Co’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	$12.6M	Sell	676,416 -3,041	-0.4%	-$56.7K	2.12%	19
2026 Q1	$12.7M	Buy	679,457 +26,768	+4%	+$503K	2.31%	14
2025 Q4	$12.3M	Buy	652,689 +226,705	+53%	+$4.27M	2.35%	15
2025 Q3	$8.01M	Buy	425,984 +43,322	+11%	+$813K	1.45%	27
2025 Q2	$7.16M	Buy	382,662 +43,876	+13%	+$813K	1.41%	27
2025 Q1	$6.28M	Buy	338,786 +30,372	+10%	+$559K	1.46%	25
2024 Q4	$5.66M	Buy	+308,414	New	+$5.71M	1.22%	27
2022 Q2	–	Sell	-10,956	Closed	-$213K	–	48
2022 Q1	$213K	Buy	+10,956	New	+$220K	0.06%	49

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

CICC

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kirr Marbach & Co's BSCT Position: Q2 2026 in Review

Kirr Marbach & Co reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.45% in Q2 2026, selling an estimated $56.7K and leaving 676,416 shares worth $12.6M. The position accounts for 2.12% of the portfolio, ranked #19.

Kirr Marbach & Co first reported a position in BSCT in Q1 2022 and has held it in 8 quarters since. The position peaked at $12.7M in Q1 2026. 182 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Kirr Marbach & Co held 676,416 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $12.6M as of Q2 2026.
Kirr Marbach & Co sold 3,041 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $56.7K.
Invesco BulletShares 2029 Corporate Bond ETF made up 2.12% of Kirr Marbach & Co's portfolio in Q2 2026, its #19 holding.
Kirr Marbach & Co first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2022 and has held it in 8 quarters since.
Kirr Marbach & Co's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $12.7M in Q1 2026.
182 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.