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

River Wealth Advisors’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	$1.51M	Buy	82,984 +5,229	+7%	+$96.6K	0.16%	89
2026 Q2	$1.44M	Sell	77,755 -1,335	-2%	-$24.9K	0.15%	91
2026 Q1	$1.48M	Buy	79,090 +4,504	+6%	+$84.7K	0.17%	90
2025 Q4	$1.4M	Buy	74,586 +305	+0.4%	+$5.75K	0.16%	94
2025 Q3	$1.4M	Buy	74,281 +1,858	+3%	+$34.9K	0.16%	95
2025 Q2	$1.35M	Buy	72,423 +9,743	+16%	+$181K	0.17%	99
2025 Q1	$1.16M	Buy	62,680 +6,542	+12%	+$120K	0.16%	98
2024 Q4	$1.03M	Buy	+56,138	New	+$1.04M	0.14%	109

Other funds holding BSCT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return

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

River Wealth Advisors's BSCT Position: Q3 2026 in Review

River Wealth Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.7% in Q3 2026, buying an estimated $96.6K and bringing the position to 82,984 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #89.

River Wealth Advisors first reported a position in BSCT in Q4 2024 and has held it in 8 quarters since. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

River Wealth Advisors held 82,984 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.51M as of Q3 2026.
River Wealth Advisors bought 5,229 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $96.6K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.16% of River Wealth Advisors's portfolio in Q3 2026, its #89 holding.
River Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.