Koss-Olinger Consulting’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Koss-Olinger Consulting’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	$420K	Buy	22,636 +256	+1%	+$4.77K	0.03%	101
2026 Q1	$418K	Buy	+22,380	New	+$421K	0.04%	169
2025 Q2	–	Sell	-14,402	Closed	-$267K	–	318
2025 Q1	$267K	Hold	14,402	–	–	0.02%	264
2024 Q4	$264K	Buy	14,402 +1,917	+15%	+$35.5K	0.02%	165
2024 Q3	$235K	Buy	+12,485	New	+$232K	0.02%	246

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Koss-Olinger Consulting's BSCT Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 1.1% in Q2 2026, buying an estimated $4.77K and bringing the position to 22,636 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #101.

Koss-Olinger Consulting first reported a position in BSCT in Q3 2024 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Koss-Olinger Consulting held 22,636 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $420K as of Q2 2026.
Koss-Olinger Consulting bought 256 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $4.77K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #101 holding.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.