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Laurel Wealth Advisors (North Carolina)’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$4.1M Buy
220,918
+13,532
+7% +$252K 0.4% 49
2026
Q1 		$3.87M Buy
207,386
+55,379
+36% +$1.04M 0.38% 53
2025
Q4 		$2.86M Buy
152,007
+68,016
+81% +$1.28M 0.38% 63
2025
Q3 		$1.58M Buy
83,991
+41,044
+96% +$770K 0.22% 96
2025
Q2 		$803K Buy
42,947
+672
+2% +$12.5K 0.12% 118
2025
Q1 		$783K Buy
42,275
+29,465
+230% +$543K 0.12% 116
2024
Q4 		$235K Buy
12,810
+9,810
+327% +$181K 0.04% 167
2024
Q3 		$56.4K Buy
3,000
+2,000
+200% +$37.2K 0.01% 296
2024
Q2 		$18.2K Hold
1,000
– – ﹤0.01% 381
2024
Q1 		$18.3K Buy
+1,000
New +$18.3K ﹤0.01% 389

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
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BSCT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.5% in Q2 2026, buying an estimated $252K and bringing the position to 220,918 shares worth $4.1M. The position accounts for 0.4% of the portfolio, ranked #49.

Laurel Wealth Advisors (North Carolina) first reported a position in BSCT in Q1 2024 and has held it in 10 quarters since. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 220,918 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.1M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 13,532 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $252K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.4% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #49 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.