Accurate Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Accurate Wealth Management’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	$1.51M	Buy	74,391 +454	+0.6%	+$9.27K	0.14%	163
2026 Q1	$1.51M	Buy	73,937 +15,500	+27%	+$319K	0.18%	125
2025 Q4	$1.2M	Buy	58,437 +21,702	+59%	+$447K	0.15%	152
2025 Q3	$758K	Buy	36,735 +1,171	+3%	+$24K	0.1%	213
2025 Q2	$728K	Buy	+35,564	New	+$724K	0.11%	199

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

Accurate Wealth Management's BSCS Position: Q2 2026 in Review

Accurate Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.61% in Q2 2026, buying an estimated $9.27K and bringing the position to 74,391 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #163.

Accurate Wealth Management first reported a position in BSCS in Q2 2025 and has held it in 5 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Accurate Wealth Management held 74,391 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.51M as of Q2 2026.
Accurate Wealth Management bought 454 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $9.27K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.14% of Accurate Wealth Management's portfolio in Q2 2026, its #163 holding.
Accurate Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.