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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
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

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

Net Worth Advisory Group's BSCT Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 52% in Q2 2026, selling an estimated $466K and leaving 22,843 shares worth $424K. The position accounts for 0.11% of the portfolio, ranked #199.

Net Worth Advisory Group first reported a position in BSCT in Q1 2025 and has held it in 6 quarters since. The position peaked at $892K in Q1 2026. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Net Worth Advisory Group held 22,843 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $424K as of Q2 2026.
  • Net Worth Advisory Group sold 24,983 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $466K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.11% of Net Worth Advisory Group's portfolio in Q2 2026, its #199 holding.
  • Net Worth Advisory Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Net Worth Advisory Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $892K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.