Strategic Family Wealth Counselors’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Strategic Family Wealth Counselors’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	$445K	Buy	23,938 +2,333	+11%	+$43.5K	0.1%	111
2026 Q1	$403K	Buy	21,605 +155	+0.7%	+$2.92K	0.11%	109
2025 Q4	$403K	Buy	21,450 +7,617	+55%	+$144K	0.09%	138
2025 Q3	$260K	Buy	+13,833	New	+$260K	0.07%	130

Other funds holding BSCT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Family Wealth Counselors's BSCT Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 11% in Q2 2026, buying an estimated $43.5K and bringing the position to 23,938 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #111.

Strategic Family Wealth Counselors first reported a position in BSCT in Q3 2025 and has held it in 4 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Strategic Family Wealth Counselors held 23,938 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $445K as of Q2 2026.
Strategic Family Wealth Counselors bought 2,333 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $43.5K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #111 holding.
Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.