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XY Planning Network’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

XY Planning Network’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 		$574K Buy
30,896
+203
+0.7% +$3.78K 0.07% 192
2026
Q1 		$573K Sell
30,693
-44,787
-59% -$842K 0.09% 177
2025
Q4 		$1.42M Buy
+75,480
New +$1.42M 0.25% 99

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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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

XY Planning Network's BSCT Position: Q2 2026 in Review

XY Planning Network increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 0.66% in Q2 2026, buying an estimated $3.78K and bringing the position to 30,896 shares worth $574K. The position accounts for 0.07% of the portfolio, ranked #192.

XY Planning Network first reported a position in BSCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q4 2025. 126 funds tracked by Wall St. Rank hold BSCT as of Q2 2026.

  • XY Planning Network held 30,896 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $574K as of Q2 2026.
  • XY Planning Network bought 203 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2026, an estimated $3.78K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #192 holding.
  • XY Planning Network first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.42M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.