BSCT — Invesco BulletShares 2029 Corporate Bond ETF

Ownership history in Asset Dedication, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in Invesco BulletShares 2029 Corporate Bond ETF (BSCT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.76% (2025 Q4)
Avg. % of fund
0.51%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 616,952 +64,459 +11.7% 0.76% $11.6M $18.70
2025 Q3 ADDED 552,493 +38,540 +7.5% 0.70% $10.4M $18.47
2025 Q2 ADDED 513,953 +18,372 +3.7% 0.70% $9.6M $18.14
2025 Q1 ADDED 495,581 +8,835 +1.8% 0.75% $9.2M $17.77
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSCT price (monthly, adj. close)

Other funds also holding BSCT

As of 2025 Q4 — sorted by position size

MANCHESTER FINANCIAL INC 3Y 7Y 7.91% GPM Growth Investors, Inc. 3Y 5.24% TLWM 3Y 7Y 5.05% Goepper Burkhardt LLC 3Y 3.86% GILL CAPITAL PARTNERS, LLC 3Y 3.76% CENTRAL VALLEY ADVISORS, LLC 3.0% Straight Path Wealth Management 3Y 2.77% Horizons Wealth Management 3Y 2.69% Capital Investment Counsel, LLC 2.67% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 2.35%
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