Spire Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Spire Wealth Management’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	$2.88K	Hold	158	–	–	﹤0.01%	1921
2026 Q2	$2.94K	Sell	158 -25	-14%	-$466	﹤0.01%	1930
2026 Q1	$3.42K	Hold	183	–	–	﹤0.01%	1923
2025 Q4	$3.45K	Hold	183	–	–	﹤0.01%	1986
2025 Q3	$3.44K	Hold	183	–	–	﹤0.01%	2049
2025 Q2	$3.42K	Sell	183 -29	-14%	-$537	﹤0.01%	2048
2025 Q1	$3.93K	Hold	212	–	–	﹤0.01%	2124
2024 Q4	$3.89K	Hold	212	–	–	﹤0.01%	2111
2024 Q3	$3.99K	Hold	212	–	–	﹤0.01%	1866
2024 Q2	$3.85K	Hold	212	–	–	﹤0.01%	1891
2024 Q1	$3.88K	Buy	+212	New	+$3.88K	﹤0.01%	1987

Other funds holding BSCT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Spire Wealth Management's BSCT Position: Q3 2026 in Review

Spire Wealth Management held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q3 2026 at 158 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Spire Wealth Management first reported a position in BSCT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.99K in Q3 2024. 231 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Spire Wealth Management held 158 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.88K as of Q3 2026.
Spire Wealth Management left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1921 holding.
Spire Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
Spire Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.99K in Q3 2024.
231 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.