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SFE Investment Counsel’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

SFE Investment Counsel’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 		$6.39M Buy
344,227
+19,868
+6% +$370K 0.86% 44
2026
Q1 		$6.05M Buy
324,359
+17,321
+6% +$326K 0.95% 44
2025
Q4 		$5.78M Buy
307,038
+19,476
+7% +$367K 0.89% 43
2025
Q3 		$5.41M Buy
287,562
+22,342
+8% +$419K 0.86% 42
2025
Q2 		$4.96M Buy
265,220
+55,402
+26% +$1.03M 0.87% 43
2025
Q1 		$3.89M Buy
209,818
+51,907
+33% +$956K 0.78% 52
2024
Q4 		$2.9M Buy
157,911
+40,429
+34% +$748K 0.62% 56
2024
Q3 		$2.21M Buy
117,482
+23,240
+25% +$432K 0.46% 64
2024
Q2 		$1.71M Buy
94,242
+60,394
+178% +$1.09M 0.38% 69
2024
Q1 		$619K Buy
+33,848
New +$620K 0.14% 90

Other funds holding BSCT

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

SFE Investment Counsel's BSCT Position: Q2 2026 in Review

SFE Investment Counsel increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.1% in Q2 2026, buying an estimated $370K and bringing the position to 344,227 shares worth $6.39M. The position accounts for 0.86% of the portfolio, ranked #44.

SFE Investment Counsel first reported a position in BSCT in Q1 2024 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • SFE Investment Counsel held 344,227 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $6.39M as of Q2 2026.
  • SFE Investment Counsel bought 19,868 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $370K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.86% of SFE Investment Counsel's portfolio in Q2 2026, its #44 holding.
  • SFE Investment Counsel first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 235 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.