TF
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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
Q3 		$32M Buy
1,758,747
+159,859
+10% +$2.95M 5.1% 8
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

LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

TLWM Financial's BSCT Position: Q3 2026 in Review

TLWM Financial increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 10% in Q3 2026, buying an estimated $2.95M and bringing the position to 1,758,747 shares worth $32M. The position accounts for 5.1% of the portfolio, ranked #8.

TLWM Financial first reported a position in BSCT in Q1 2022 and has held it in 17 quarters since. 20 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • TLWM Financial held 1,758,747 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $32M as of Q3 2026.
  • TLWM Financial bought 159,859 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $2.95M.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 5.1% of TLWM Financial's portfolio in Q3 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 17 quarters since.
  • 20 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.