Wealth Quarterback
BSCT icon

Wealth Quarterback’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Wealth Quarterback’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 		$661K Buy
36,323
+5,838
+19% +$108K 0.2% 77
2026
Q2 		$566K Buy
30,485
+3,911
+15% +$72.9K 0.17% 87
2026
Q1 		$496K Buy
26,574
+4,563
+21% +$85.8K 0.2% 85
2025
Q4 		$415K Buy
22,011
+5,967
+37% +$112K 0.15% 109
2025
Q3 		$302K Buy
+16,044
New +$301K 0.12% 127

Other funds holding BSCT

Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Wealth Quarterback's BSCT Position: Q3 2026 in Review

Wealth Quarterback increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 19% in Q3 2026, buying an estimated $108K and bringing the position to 36,323 shares worth $661K. The position accounts for 0.2% of the portfolio, ranked #77.

Wealth Quarterback first reported a position in BSCT in Q3 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • Wealth Quarterback held 36,323 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $661K as of Q3 2026.
  • Wealth Quarterback bought 5,838 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $108K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.2% of Wealth Quarterback's portfolio in Q3 2026, its #77 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.