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 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

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

KMC

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

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Spire Wealth Management's BSCT Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 14% in Q2 2026, selling an estimated $466 and leaving 158 shares worth $2.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Spire Wealth Management first reported a position in BSCT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.99K in Q3 2024. 80 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Spire Wealth Management held 158 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $2.94K as of Q2 2026.
Spire Wealth Management sold 25 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $466.
Invesco BulletShares 2029 Corporate Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1930 holding.
Spire Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Spire Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $3.99K in Q3 2024.
80 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.