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Souders Financial Advisors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Souders Financial 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 		– Sell
-227,085
Closed -$4.24M – 227
2026
Q1 		$4.24M Buy
227,085
+3,497
+2% +$65.8K 0.48% 46
2025
Q4 		$4.21M Buy
223,588
+7,637
+4% +$144K 0.48% 46
2025
Q3 		$4.06M Buy
215,951
+12,217
+6% +$229K 0.48% 45
2025
Q2 		$3.81M Buy
203,734
+10,613
+5% +$197K 0.48% 44
2025
Q1 		$3.58M Buy
193,121
+21,317
+12% +$393K 0.5% 42
2024
Q4 		$3.15M Buy
171,804
+14,043
+9% +$260K 0.44% 51
2024
Q3 		$2.97M Buy
157,761
+7,699
+5% +$143K 0.41% 66
2024
Q2 		$2.73M Buy
150,062
+7,355
+5% +$133K 0.41% 66
2024
Q1 		$2.61M Buy
+142,707
New +$2.61M 0.41% 64

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Souders Financial Advisors's BSCT Position: Q2 2026 in Review

Souders Financial Advisors sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2026, closing a stake of 227,085 shares — an estimated $4.24M sold.

Souders Financial Advisors first reported a position in BSCT in Q1 2024 and held it in 9 quarters. The position peaked at $4.24M in Q1 2026. 210 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Souders Financial Advisors reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 227,085 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $4.24M.
  • Souders Financial Advisors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and held it in 9 quarters.
  • Souders Financial Advisors's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $4.24M in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.