LWA
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Ledgewood Wealth Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Ledgewood Wealth 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 		$7.51M Buy
404,458
+37,950
+10% +$707K 3.99% 8
2026
Q1 		$6.84M Buy
366,508
+48,989
+15% +$921K 3.85% 8
2025
Q4 		$5.98M Buy
317,519
+90,712
+40% +$1.71M 3.44% 10
2025
Q3 		$4.27M Buy
226,807
+13,946
+7% +$262K 2.52% 14
2025
Q2 		$3.98M Buy
212,861
+1,359
+0.6% +$25.2K 2.51% 14
2025
Q1 		$3.92M Buy
211,502
+9,509
+5% +$175K 2.53% 15
2024
Q4 		$3.7M Buy
201,993
+57,628
+40% +$1.07M 2.39% 15
2024
Q3 		$2.72M Buy
144,365
+64,564
+81% +$1.2M 1.83% 15
2024
Q2 		$1.45M Buy
79,801
+61,293
+331% +$1.11M 1.25% 19
2024
Q1 		$339K Buy
+18,508
New +$339K 0.31% 47

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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Ledgewood Wealth Advisors's BSCT Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 10% in Q2 2026, buying an estimated $707K and bringing the position to 404,458 shares worth $7.51M. The position accounts for 3.99% of the portfolio, ranked #8.

Ledgewood Wealth Advisors 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.

  • Ledgewood Wealth Advisors held 404,458 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $7.51M as of Q2 2026.
  • Ledgewood Wealth Advisors bought 37,950 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $707K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 3.99% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Ledgewood Wealth Advisors 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 Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.