Kohmann Bosshard Financial Services’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Kohmann Bosshard Financial Services’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	$1.18M	Hold	63,754	–	–	0.1%	74
2026 Q1	$1.19M	Hold	63,754	–	–	0.12%	72
2025 Q4	$1.2M	Buy	63,754 +70	+0.1%	+$1.32K	0.11%	82
2025 Q3	$1.2M	Buy	63,684 +74	+0.1%	+$1.39K	0.12%	75
2025 Q2	$1.19M	Buy	63,610 +71	+0.1%	+$1.32K	0.13%	68
2025 Q1	$1.18M	Sell	63,539 -1,615	-2%	-$29.7K	0.14%	68
2024 Q4	$1.19M	Buy	65,154 +25,887	+66%	+$479K	0.14%	71
2024 Q3	$739K	Buy	39,267 +5,420	+16%	+$101K	0.09%	93
2024 Q2	$615K	Buy	33,847 +1,075	+3%	+$19.5K	0.08%	98
2024 Q1	$600K	Buy	32,772 +7,795	+31%	+$143K	0.08%	100
2023 Q4	$463K	Buy	24,977 +12,394	+98%	+$221K	0.07%	110
2023 Q3	$221K	Hold	12,583	–	–	0.04%	164
2023 Q2	$226K	Hold	12,583	–	–	0.04%	163
2023 Q1	$230K	Hold	12,583	–	–	0.04%	144
2022 Q4	$224K	Buy	+12,583	New	+$222K	0.04%	137

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

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

Kohmann Bosshard Financial Services's BSCT Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2026 at 63,754 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #74.

Kohmann Bosshard Financial Services first reported a position in BSCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q4 2025. 139 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Kohmann Bosshard Financial Services held 63,754 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.18M as of Q2 2026.
Kohmann Bosshard Financial Services left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #74 holding.
Kohmann Bosshard Financial Services first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Kohmann Bosshard Financial Services's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.2M in Q4 2025.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.