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

Wilkins Miller 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
Q2 		$5.89M Sell
317,100
-958
-0.3% -$17.9K 3.24% 7
2026
Q1 		$5.94M Buy
318,058
+6,845
+2% +$129K 3.59% 7
2025
Q4 		$5.86M Buy
311,213
+19,473
+7% +$367K 3.49% 6
2025
Q3 		$5.4M Buy
291,740
+11,691
+4% +$219K 3.35% 7
2025
Q2 		$5.24M Buy
280,049
+5,259
+2% +$97.5K 3.56% 7
2025
Q1 		$5.09M Buy
274,790
+22,791
+9% +$420K 3.83% 6
2024
Q4 		$4.62M Buy
+251,999
New +$4.66M 4.83% 6

Other funds holding BSCT

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 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
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Wilkins Miller Wealth Management's BSCT Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.3% in Q2 2026, selling an estimated $17.9K and leaving 317,100 shares worth $5.89M. The position accounts for 3.24% of the portfolio, ranked #7.

Wilkins Miller Wealth Management first reported a position in BSCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.94M in Q1 2026. 101 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • Wilkins Miller Wealth Management held 317,100 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $5.89M as of Q2 2026.
  • Wilkins Miller Wealth Management sold 958 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $17.9K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 3.24% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Wilkins Miller Wealth Management first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Wilkins Miller Wealth Management's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $5.94M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.