AA Financial Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

AA Financial Advisors’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 Q2	$5.09M	Buy	249,878 +27,615	+12%	+$564K	0.61%	48
2026 Q1	$4.54M	Buy	222,263 +60,186	+37%	+$1.24M	0.64%	47
2025 Q4	$3.34M	Buy	162,077 +9,689	+6%	+$199K	0.62%	40
2025 Q3	$3.13M	Buy	152,388 +34,961	+30%	+$718K	0.62%	39
2025 Q2	$2.41M	Buy	117,427 +2,267	+2%	+$46.2K	0.52%	43
2025 Q1	$2.34M	Buy	115,160 +3,337	+3%	+$67.5K	0.57%	42
2024 Q4	$2.25M	Buy	111,823 +42,886	+62%	+$870K	0.6%	42
2024 Q3	$1.42M	Buy	68,937 +37,388	+119%	+$761K	0.41%	55
2024 Q2	$629K	Buy	+31,549	New	+$628K	0.22%	82

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

AA Financial Advisors's BSCS Position: Q2 2026 in Review

AA Financial Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 12% in Q2 2026, buying an estimated $564K and bringing the position to 249,878 shares worth $5.09M. The position accounts for 0.61% of the portfolio, ranked #48.

AA Financial Advisors first reported a position in BSCS in Q2 2024 and has held it in 9 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

AA Financial Advisors held 249,878 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $5.09M as of Q2 2026.
AA Financial Advisors bought 27,615 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $564K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.61% of AA Financial Advisors's portfolio in Q2 2026, its #48 holding.
AA Financial Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.