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YANKCOM Partnership’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

YANKCOM Partnership’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 		$279K Sell
15,313
-2,660
-15% -$49.1K 0.1% 125
2026
Q2 		$334K Hold
17,973
– – 0.12% 118
2026
Q1 		$335K Hold
17,973
– – 0.14% 116
2025
Q4 		$339K Buy
17,973
+2,660
+17% +$50.1K 0.14% 112
2025
Q3 		$288K Buy
15,313
+529
+4% +$9.9K 0.13% 120
2025
Q2 		$276K Buy
14,784
+2,100
+17% +$38.9K 0.14% 122
2025
Q1 		$235K Sell
12,684
-1
-0% -$18 0.13% 122
2024
Q4 		$233K Buy
+12,685
New +$235K 0.12% 126

Other funds holding BSCT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Anchor Investment Management
Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

YANKCOM Partnership's BSCT Position: Q3 2026 in Review

YANKCOM Partnership reduced its Invesco BulletShares 2029 Corporate Bond ETF (BSCT) stake by 15% in Q3 2026, selling an estimated $49.1K and leaving 15,313 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #125.

YANKCOM Partnership first reported a position in BSCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $339K in Q4 2025. 255 funds tracked by Wall St. Rank hold BSCT as of Q3 2026.

  • YANKCOM Partnership held 15,313 shares of Invesco BulletShares 2029 Corporate Bond ETF worth $279K as of Q3 2026.
  • YANKCOM Partnership sold 2,660 Invesco BulletShares 2029 Corporate Bond ETF shares in Q3 2026, an estimated $49.1K.
  • Invesco BulletShares 2029 Corporate Bond ETF made up 0.1% of YANKCOM Partnership's portfolio in Q3 2026, its #125 holding.
  • YANKCOM Partnership first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • YANKCOM Partnership's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $339K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.