Tyler-Stone Wealth Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Tyler-Stone 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
2025 Q2	$692K	Hold	37,000	–	–	0.11%	168
2025 Q1	$686K	Buy	37,000 +26,000	+236%	+$479K	0.12%	154
2024 Q4	$202K	Buy	+11,000	New	+$203K	0.04%	313
2024 Q3	–	Sell	-1,105	Closed	-$20.1K	–	391
2024 Q2	$20.1K	Buy	+1,105	New	+$20K	0.01%	520

Other funds holding BSCT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Tyler-Stone Wealth Management's BSCT Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q2 2025 at 37,000 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #168.

Tyler-Stone Wealth Management first reported a position in BSCT in Q2 2024 and has held it in 4 quarters since. 270 funds tracked by Wall St. Rank hold BSCT as of Q2 2025.

Tyler-Stone Wealth Management held 37,000 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $692K as of Q2 2025.
Tyler-Stone Wealth Management left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q2 2025.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.11% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #168 holding.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 4 quarters since.
270 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.