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NorthAvenue LLC’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

NorthAvenue LLC’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 		$5M Buy
269,415
+13,659
+5% +$255K 3.58% 6
2026
Q1 		$4.77M Buy
255,756
+12,974
+5% +$244K 3.79% 8
2025
Q4 		$4.57M Buy
+242,782
New +$4.57M 3.79% 7

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

NorthAvenue LLC's BSCT Position: Q2 2026 in Review

NorthAvenue LLC increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 5.3% in Q2 2026, buying an estimated $255K and bringing the position to 269,415 shares worth $5M. The position accounts for 3.58% of the portfolio, ranked #6.

NorthAvenue LLC first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • NorthAvenue LLC held 269,415 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5M as of Q2 2026.
  • NorthAvenue LLC bought 13,659 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $255K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 3.58% of NorthAvenue LLC's portfolio in Q2 2026, its #6 holding.
  • NorthAvenue LLC first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.