Rossby Financial
BSCT icon

Rossby Financial’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Rossby Financial’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 		$28.6K Buy
1,570
+165
+12% +$3.05K ﹤0.01% 1129
2026
Q2 		$26.1K Buy
1,405
+722
+106% +$13.5K ﹤0.01% 893
2026
Q1 		$12.7K Buy
683
+322
+89% +$6.06K ﹤0.01% 1169
2025
Q4 		$6.8K Sell
361
-266
-42% -$5.01K ﹤0.01% 1034
2025
Q3 		$11.8K Hold
627
– – ﹤0.01% 825
2025
Q2 		$11.7K Hold
627
– – ﹤0.01% 758
2025
Q1 		$11.6K Buy
+627
New +$11.5K ﹤0.01% 697

Other funds holding BSCT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Anchor Investment Management
Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Rossby Financial's BSCT Position: Q3 2026 in Review

Rossby Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 12% in Q3 2026, buying an estimated $3.05K and bringing the position to 1,570 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Rossby Financial first reported a position in BSCT in Q1 2025 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Rossby Financial held 1,570 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $28.6K as of Q3 2026.
  • Rossby Financial bought 165 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $3.05K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1129 holding.
  • Rossby Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.