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Unified Investment Management’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Unified Investment 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
Q3 		$1.26M Buy
69,444
+4,112
+6% +$76K 1.11% 25
2026
Q2 		$1.21M Buy
65,332
+2,712
+4% +$50.5K 1.12% 26
2026
Q1 		$1.17M Buy
62,620
+1,481
+2% +$27.9K 1.19% 23
2025
Q4 		$1.15M Buy
61,139
+11
+0% +$207 1.15% 19
2025
Q3 		$1.15M Buy
61,128
+1,508
+3% +$28.3K 1.15% 21
2025
Q2 		$1.11M Buy
59,620
+150
+0.3% +$2.78K 1.2% 21
2025
Q1 		$1.1M Buy
59,470
+1,000
+2% +$18.4K 1.3% 20
2024
Q4 		$1.07M Buy
+58,470
New +$1.08M 1.22% 23

Other funds holding BSCT

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
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
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 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

Unified Investment Management's BSCT Position: Q3 2026 in Review

Unified Investment Management increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6.3% in Q3 2026, buying an estimated $76K and bringing the position to 69,444 shares worth $1.26M. The position accounts for 1.11% of the portfolio, ranked #25.

Unified Investment Management first reported a position in BSCT in Q4 2024 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Unified Investment Management held 69,444 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $1.26M as of Q3 2026.
  • Unified Investment Management bought 4,112 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $76K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 1.11% of Unified Investment Management's portfolio in Q3 2026, its #25 holding.
  • Unified Investment Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 59 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.