SJS Investment Consulting’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

SJS Investment Consulting’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	$933K	Buy	50,247 +13,440	+37%	+$250K	0.1%	57
2026 Q1	$687K	Buy	36,807 +14,519	+65%	+$273K	0.08%	65
2025 Q4	$420K	Buy	22,288 +6,634	+42%	+$125K	0.05%	88
2025 Q3	$294K	Buy	15,654 +12,155	+347%	+$228K	0.04%	108
2025 Q2	$65.4K	Hold	3,499	–	–	0.01%	161
2025 Q1	$64.8K	Hold	3,499	–	–	0.01%	171
2024 Q4	$64.2K	Hold	3,499	–	–	0.01%	167
2024 Q3	$65.8K	Hold	3,499	–	–	0.01%	175
2024 Q2	$63.5K	Hold	3,499	–	–	0.01%	162
2024 Q1	$64K	Hold	3,499	–	–	0.01%	167
2023 Q4	$64.9K	Hold	3,499	–	–	0.01%	147
2023 Q3	$61.3K	Hold	3,499	–	–	0.02%	145
2023 Q2	$62.8K	Buy	3,499 +1,487	+74%	+$27K	0.02%	139
2023 Q1	$36.8K	Hold	2,012	–	–	0.01%	169
2022 Q4	$35.8K	Hold	2,012	–	–	0.01%	176
2022 Q3	$35K	Buy	+2,012	New	+$36.7K	0.01%	183
2022 Q1	$39K	Buy	+2,012	New	+$40.3K	0.01%	204

Other funds holding BSCT

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

SJS Investment Consulting's BSCT Position: Q2 2026 in Review

SJS Investment Consulting increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 37% in Q2 2026, buying an estimated $250K and bringing the position to 50,247 shares worth $933K. The position accounts for 0.1% of the portfolio, ranked #57.

SJS Investment Consulting first reported a position in BSCT in Q1 2022 and has held it in 17 quarters since. 154 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

SJS Investment Consulting held 50,247 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $933K as of Q2 2026.
SJS Investment Consulting bought 13,440 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $250K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of SJS Investment Consulting's portfolio in Q2 2026, its #57 holding.
SJS Investment Consulting first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2022 and has held it in 17 quarters since.
154 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.