Matthew Goff Investment Advisor’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Matthew Goff Investment Advisor’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	$1.4M	Sell	75,600 -1,976	-3%	-$36.8K	0.24%	53
2026 Q1	$1.45M	Sell	77,576 -4,470	-5%	-$84.1K	0.24%	62
2025 Q4	$1.55M	Buy	+82,046	New	+$1.55M	0.27%	48
2025 Q3	–	Sell	-108,267	Closed	-$2.02M	–	97
2025 Q2	$2.02M	Sell	108,267 -4,783	-4%	-$88.6K	0.37%	45
2025 Q1	$2.09M	Sell	113,050 -1,375	-1%	-$25.3K	0.39%	48
2024 Q4	$2.1M	Sell	114,425 -28,346	-20%	-$524K	0.39%	49
2024 Q3	$2.69M	Sell	142,771 -6,403	-4%	-$119K	0.51%	45
2024 Q2	$2.71M	Sell	149,174 -2,835	-2%	-$51.4K	0.55%	42
2024 Q1	$2.78M	Sell	152,009 -875	-0.6%	-$16K	0.56%	40
2023 Q4	$2.84M	Buy	152,884 +65,931	+76%	+$1.17M	0.63%	39
2023 Q3	$1.52M	Hold	86,953	–	–	0.37%	49
2023 Q2	$1.56M	Sell	86,953 -867	-1%	-$15.8K	0.37%	49
2023 Q1	$1.61M	Sell	87,820 -837	-0.9%	-$15.1K	0.4%	48
2022 Q4	$1.58M	Buy	+88,657	New	+$1.56M	0.41%	45

Other funds holding BSCT

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Matthew Goff Investment Advisor's BSCT Position: Q2 2026 in Review

Matthew Goff Investment Advisor reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.5% in Q2 2026, selling an estimated $36.8K and leaving 75,600 shares worth $1.4M. The position accounts for 0.24% of the portfolio, ranked #53.

Matthew Goff Investment Advisor first reported a position in BSCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.84M in Q4 2023. 235 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Matthew Goff Investment Advisor held 75,600 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.4M as of Q2 2026.
Matthew Goff Investment Advisor sold 1,976 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $36.8K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.24% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #53 holding.
Matthew Goff Investment Advisor first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Matthew Goff Investment Advisor's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $2.84M in Q4 2023.
235 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.