Oliver Luxxe Assets’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Oliver Luxxe Assets’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	$2.58M	Buy	138,701 +8,770	+7%	+$163K	0.38%	85
2026 Q1	$2.42M	Buy	129,931 +5,626	+5%	+$106K	0.36%	107
2025 Q4	$2.34M	Buy	124,305 +261	+0.2%	+$4.92K	0.36%	95
2025 Q3	$2.33M	Buy	124,044 +8,032	+7%	+$151K	0.37%	101
2025 Q2	$2.17M	Buy	116,012 +5,745	+5%	+$106K	0.39%	92
2025 Q1	$2.04M	Sell	110,267 -99,208	-47%	-$1.83M	0.38%	93
2024 Q4	$3.89M	Buy	209,475 +104,858	+100%	+$1.94M	0.34%	100
2024 Q3	$1.97M	Buy	104,617 +4,319	+4%	+$80.3K	0.35%	96
2024 Q2	$1.82M	Sell	100,298 -1,641	-2%	-$29.7K	0.39%	76
2024 Q1	$1.87M	Buy	101,939 +59,834	+142%	+$1.1M	0.39%	77
2023 Q4	$781K	Sell	42,105 -365	-0.9%	-$6.5K	0.18%	120
2023 Q3	$744K	Sell	42,470 -2,042	-5%	-$36.4K	0.19%	114
2023 Q2	$799K	Sell	44,512 -375	-0.8%	-$6.82K	0.2%	109
2023 Q1	$821K	Buy	44,887 +543	+1%	+$9.82K	0.22%	100
2022 Q4	$788K	Buy	44,344 +6,923	+19%	+$122K	0.22%	101
2022 Q3	$648K	Sell	37,421 -199	-0.5%	-$3.63K	0.2%	101
2022 Q2	$683K	Sell	37,620 -945	-2%	-$17.5K	0.2%	107
2022 Q1	$750K	Sell	38,565 -3,283	-8%	-$65.8K	0.19%	112
2021 Q4	$876K	Buy	41,848 +27,623	+194%	+$580K	0.22%	104
2021 Q3	$300K	Hold	14,225	–	–	0.08%	168
2021 Q2	$303K	Hold	14,225	–	–	0.08%	162
2021 Q1	$294K	Hold	14,225	–	–	0.09%	157
2020 Q4	$305K	Buy	+14,225	New	+$307K	0.1%	146

Other funds holding BSCT

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

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

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

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

Oliver Luxxe Assets's BSCT Position: Q2 2026 in Review

Oliver Luxxe Assets increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.7% in Q2 2026, buying an estimated $163K and bringing the position to 138,701 shares worth $2.58M. The position accounts for 0.38% of the portfolio, ranked #85.

Oliver Luxxe Assets first reported a position in BSCT in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.89M in Q4 2024. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Oliver Luxxe Assets held 138,701 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.58M as of Q2 2026.
Oliver Luxxe Assets bought 8,770 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $163K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.38% of Oliver Luxxe Assets's portfolio in Q2 2026, its #85 holding.
Oliver Luxxe Assets first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
Oliver Luxxe Assets's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.89M in Q4 2024.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.