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

TLWM Financial’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	$29.7M	Buy	1,598,888 +33,179	+2%	+$618K	4.83%	8
2026 Q1	$29.2M	Buy	1,565,709 +101,641	+7%	+$1.91M	5.26%	8
2025 Q4	$27.6M	Buy	1,464,068 +1,442,670	+6,742%	+$27.2M	5.05%	7
2025 Q3	$402K	Hold	21,398	–	–	0.07%	66
2025 Q2	$400K	Sell	21,398 -5,756	-21%	-$107K	0.08%	65
2025 Q1	$503K	Hold	27,154	–	–	0.1%	68
2024 Q4	$498K	Hold	27,154	–	–	0.1%	66
2024 Q3	$511K	Hold	27,154	–	–	0.1%	63
2024 Q2	$493K	Hold	27,154	–	–	0.11%	64
2024 Q1	$497K	Buy	27,154 +10,000	+58%	+$183K	0.11%	63
2023 Q4	$318K	Hold	17,154	–	–	0.08%	65
2023 Q3	$301K	Buy	17,154 +1,941	+13%	+$34.6K	0.08%	67
2023 Q2	$273K	Hold	15,213	–	–	0.08%	61
2023 Q1	$278K	Buy	+15,213	New	+$275K	0.09%	60
2022 Q3	–	Sell	-10,811	Closed	-$196K	–	53
2022 Q2	$196K	Hold	10,811	–	–	0.08%	61
2022 Q1	$210K	Buy	+10,811	New	+$217K	0.07%	66

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

TLWM Financial's BSCT Position: Q2 2026 in Review

TLWM Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 2.1% in Q2 2026, buying an estimated $618K and bringing the position to 1,598,888 shares worth $29.7M. The position accounts for 4.83% of the portfolio, ranked #8.

TLWM Financial first reported a position in BSCT in Q1 2022 and has held it in 16 quarters since. 350 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

TLWM Financial held 1,598,888 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $29.7M as of Q2 2026.
TLWM Financial bought 33,179 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $618K.
Invesco BulletShares 2029 Corporate Bond ETF made up 4.83% of TLWM Financial's portfolio in Q2 2026, its #8 holding.
TLWM Financial first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q1 2022 and has held it in 16 quarters since.
350 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.