Net Worth Advisory Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Net Worth Advisory Group’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	$452K	Buy	24,800 +1,957	+9%	+$36.1K	0.11%	189
2026 Q2	$424K	Sell	22,843 -24,983	-52%	-$466K	0.11%	199
2026 Q1	$892K	Buy	47,826 +12,004	+34%	+$226K	0.19%	107
2025 Q4	$675K	Buy	35,822 +20,620	+136%	+$388K	0.14%	162
2025 Q3	$286K	Sell	15,202 -1,185	-7%	-$22.2K	0.08%	294
2025 Q2	$306K	Buy	16,387 +5,148	+46%	+$95.4K	0.07%	300
2025 Q1	$208K	Buy	+11,239	New	+$207K	0.07%	332

Other funds holding BSCT

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Net Worth Advisory Group's BSCT Position: Q3 2026 in Review

Net Worth Advisory Group increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 8.6% in Q3 2026, buying an estimated $36.1K and bringing the position to 24,800 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #189.

Net Worth Advisory Group first reported a position in BSCT in Q1 2025 and has held it in 7 quarters since. The position peaked at $892K in Q1 2026. 115 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Net Worth Advisory Group held 24,800 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $452K as of Q3 2026.
Net Worth Advisory Group bought 1,957 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $36.1K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.11% of Net Worth Advisory Group's portfolio in Q3 2026, its #189 holding.
Net Worth Advisory Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
Net Worth Advisory Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $892K in Q1 2026.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.