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

Sarver Vrooman 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 		$61.8K Hold
3,394
– – 0.04% 51
2026
Q2 		$63.1K Hold
3,394
– – 0.04% 43
2026
Q1 		$63.3K Hold
3,394
– – 0.04% 43
2025
Q4 		$63.9K Hold
3,394
– – 0.04% 43
2025
Q3 		$63.8K Hold
3,394
– – 0.04% 61
2025
Q2 		$63.5K Hold
3,394
– – 0.04% 56
2025
Q1 		$62.9K Buy
+3,394
New +$62.5K 0.04% 65

Other funds holding BSCT

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's BSCT Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q3 2026 at 3,394 shares worth $61.8K. The position accounts for 0.04% of the portfolio, ranked #51.

Sarver Vrooman Wealth Advisors first reported a position in BSCT in Q1 2025 and has held it in 7 quarters since. The position peaked at $63.9K in Q4 2025. 20 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 3,394 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $61.8K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q3 2026.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $63.9K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.