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

Western 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
2026 Q3	$407K	Hold	22,355	–	–	0.01%	690
2026 Q2	$415K	Hold	22,355	–	–	0.01%	737
2026 Q1	$417K	Buy	22,355 +700	+3%	+$13.2K	0.02%	692
2025 Q4	$408K	Buy	21,655 +500	+2%	+$9.42K	0.02%	572
2025 Q3	$398K	Buy	21,155 +2,255	+12%	+$42.3K	0.02%	505
2025 Q2	$353K	Hold	18,900	–	–	0.02%	516
2025 Q1	$350K	Hold	18,900	–	–	0.02%	483
2024 Q4	$347K	Buy	18,900 +900	+5%	+$16.6K	0.02%	560
2024 Q3	$339K	Buy	18,000 +1,000	+6%	+$18.6K	0.02%	564
2024 Q2	$309K	Buy	+17,000	New	+$308K	0.02%	491

Other funds holding BSCT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Western Wealth Management's BSCT Position: Q3 2026 in Review

Western Wealth Management held its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) position steady in Q3 2026 at 22,355 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #690.

Western Wealth Management first reported a position in BSCT in Q2 2024 and has held it in 10 quarters since. The position peaked at $417K in Q1 2026. 323 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

Western Wealth Management held 22,355 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $407K as of Q3 2026.
Western Wealth Management left its Invesco BulletShares 2029 Corporate Bond ETF share count unchanged in Q3 2026.
Invesco BulletShares 2029 Corporate Bond ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #690 holding.
Western Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Western Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $417K in Q1 2026.
323 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.