Superior Planning, LLC’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Superior Planning, LLC’s Portfolio BSCS Stock Details BSCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.44M	Buy	+71,360	New	+$1.45M	0.6%	34

Other funds holding BSCS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Superior Planning, LLC's BSCS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2026: 71,360 shares worth $1.44M. The stake represents 0.6% of the portfolio and ranks #34 among its holdings.

315 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Superior Planning, LLC held 71,360 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.44M as of Q3 2026.
Invesco BulletShares 2028 Corporate Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.6% of Superior Planning, LLC's portfolio in Q3 2026, its #34 holding.
315 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.