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

Sax 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
Q2 		$897K Buy
48,079
+7,963
+20% +$148K 0.04% 248
2026
Q1 		$756K Hold
40,116
– – 0.04% 229
2025
Q4 		$756K Buy
40,116
+505
+1% +$9.51K 0.04% 235
2025
Q3 		$745K Buy
39,611
+3,449
+10% +$64.7K 0.04% 220
2025
Q2 		$676K Buy
36,162
+10,629
+42% +$197K 0.04% 217
2025
Q1 		$473K Buy
25,533
+3,680
+17% +$67.8K 0.03% 230
2024
Q4 		$401K Buy
21,853
+806
+4% +$14.9K 0.03% 221
2024
Q3 		$396K Buy
21,047
+5,823
+38% +$108K 0.04% 189
2024
Q2 		$276K Buy
+15,224
New +$276K 0.03% 221

Other funds holding BSCT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TF
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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Sax Wealth Advisors's BSCT Position: Q2 2026 in Review

Sax Wealth Advisors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 20% in Q2 2026, buying an estimated $148K and bringing the position to 48,079 shares worth $897K. The position accounts for 0.04% of the portfolio, ranked #248.

Sax Wealth Advisors first reported a position in BSCT in Q2 2024 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Sax Wealth Advisors held 48,079 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $897K as of Q2 2026.
  • Sax Wealth Advisors bought 7,963 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $148K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #248 holding.
  • Sax Wealth Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.