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

Western Financial Corp’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	$948K	Buy	51,043 +2,896	+6%	+$54K	0.28%	65
2026 Q1	$898K	Sell	48,147 -2,038	-4%	-$38.3K	0.35%	60
2025 Q4	$945K	Sell	50,185 -436	-0.9%	-$8.21K	0.37%	58
2025 Q3	$952K	Sell	50,621 -539	-1%	-$10.1K	0.41%	61
2025 Q2	$957K	Sell	51,160 -1,213	-2%	-$22.5K	0.51%	55
2025 Q1	$970K	Sell	52,373 -2,956	-5%	-$54.4K	0.56%	54
2024 Q4	$1.01M	Buy	55,329 +5,128	+10%	+$94.9K	0.56%	46
2024 Q3	$944K	Buy	50,201 +501	+1%	+$9.32K	0.54%	57
2024 Q2	$903K	Buy	49,700 +1,807	+4%	+$32.7K	0.55%	57
2024 Q1	$876K	Buy	47,893 +3,609	+8%	+$66.1K	0.54%	59
2023 Q4	$821K	Buy	+44,284	New	+$788K	0.55%	42

Other funds holding BSCT

AWM

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

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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

CICC

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Western Financial Corp's BSCT Position: Q2 2026 in Review

Western Financial Corp increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 6% in Q2 2026, buying an estimated $54K and bringing the position to 51,043 shares worth $948K. The position accounts for 0.28% of the portfolio, ranked #65.

Western Financial Corp first reported a position in BSCT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q4 2024. 183 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

Western Financial Corp held 51,043 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $948K as of Q2 2026.
Western Financial Corp bought 2,896 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $54K.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.28% of Western Financial Corp's portfolio in Q2 2026, its #65 holding.
Western Financial Corp first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Western Financial Corp's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.01M in Q4 2024.
183 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.