Members Wealth
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Members Wealth’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Members Wealth’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
Q3 		$198K Buy
10,860
+55
+0.5% +$1.02K 0.1% 127
2026
Q2 		$201K Buy
10,805
+2
+0% +$37 0.11% 119
2026
Q1 		$202K Hold
10,803
– – 0.12% 110
2025
Q4 		$203K Buy
10,803
+2
+0% +$38 0.13% 102
2025
Q3 		$204K Buy
+10,801
New +$203K 0.13% 104
2024
Q2 		$201K Buy
+10,800
New +$196K 0.13% 106

Other funds holding BSCT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Anchor Investment Management
Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Members Wealth's BSCT Position: Q3 2026 in Review

Members Wealth increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.51% in Q3 2026, buying an estimated $1.02K and bringing the position to 10,860 shares worth $198K. The position accounts for 0.1% of the portfolio, ranked #127.

Members Wealth first reported a position in BSCT in Q2 2024 and has held it in 6 quarters since. The position peaked at $204K in Q3 2025. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Members Wealth held 10,860 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $198K as of Q3 2026.
  • Members Wealth bought 55 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $1.02K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of Members Wealth's portfolio in Q3 2026, its #127 holding.
  • Members Wealth first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 6 quarters since.
  • Members Wealth's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $204K in Q3 2025.
  • 255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.