XY Planning Network
BSCT icon

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
Q3 		$764K Buy
41,996
+11,100
+36% +$205K 0.08% 190
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

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

XY Planning Network's BSCT Position: Q3 2026 in Review

XY Planning Network increased its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 36% in Q3 2026, buying an estimated $205K and bringing the position to 41,996 shares worth $764K. The position accounts for 0.08% of the portfolio, ranked #190.

XY Planning Network first reported a position in BSCT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q4 2025. 115 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • XY Planning Network held 41,996 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $764K as of Q3 2026.
  • XY Planning Network bought 11,100 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $205K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.08% of XY Planning Network's portfolio in Q3 2026, its #190 holding.
  • XY Planning Network first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $1.42M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.