S.E.E.D. Planning Group’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

S.E.E.D. Planning 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 Q3	$4.01M	Sell	220,577 -789	-0.4%	-$14.6K	0.98%	31
2026 Q2	$4.11M	Buy	221,366 +39,943	+22%	+$744K	1.09%	32
2026 Q1	$3.39M	Buy	181,423 +2,888	+2%	+$54.3K	0.98%	29
2025 Q4	$3.36M	Sell	178,535 -8,581	-5%	-$162K	0.96%	32
2025 Q3	$3.52M	Buy	187,116 +5,499	+3%	+$103K	1.03%	30
2025 Q2	$3.4M	Buy	181,617 +4,271	+2%	+$79.1K	1.06%	30
2025 Q1	$3.29M	Buy	177,346 +40,725	+30%	+$750K	1.11%	32
2024 Q4	$2.51M	Buy	+136,621	New	+$2.53M	0.84%	36

Other funds holding BSCT

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

Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

CAG

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

S.E.E.D. Planning Group's BSCT Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.36% in Q3 2026, selling an estimated $14.6K and leaving 220,577 shares worth $4.01M. The position accounts for 0.98% of the portfolio, ranked #31.

S.E.E.D. Planning Group first reported a position in BSCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.11M in Q2 2026. 71 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

S.E.E.D. Planning Group held 220,577 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $4.01M as of Q3 2026.
S.E.E.D. Planning Group sold 789 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $14.6K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.98% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #31 holding.
S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
S.E.E.D. Planning Group's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $4.11M in Q2 2026.
71 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.