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Advisors Capital Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Advisors Capital 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
Q1 		– Sell
-568,238
Closed -$11.7M – 571
2025
Q4 		$11.7M Buy
568,238
+47,732
+9% +$983K 0.14% 156
2025
Q3 		$10.7M Buy
520,506
+20,821
+4% +$427K 0.13% 160
2025
Q2 		$10.2M Buy
499,685
+2,177
+0.4% +$44.3K 0.14% 151
2025
Q1 		$10.1M Buy
497,508
+10,493
+2% +$212K 0.16% 144
2024
Q4 		$9.8M Buy
487,015
+1,549
+0.3% +$31.4K 0.15% 143
2024
Q3 		$9.98M Buy
485,466
+9,851
+2% +$201K 0.16% 144
2024
Q2 		$9.49M Buy
475,615
+8,361
+2% +$166K 0.17% 141
2024
Q1 		$9.38M Buy
467,254
+19,771
+4% +$397K 0.17% 139
2023
Q4 		$9.07M Buy
447,483
+28,404
+7% +$557K 0.18% 132
2023
Q3 		$8.12M Buy
+419,079
New +$8.23M 0.21% 125

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Advisors Capital Management's BSCS Position: Q1 2026 in Review

Advisors Capital Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2026, closing a stake of 568,238 shares — an estimated $11.7M sold.

Advisors Capital Management first reported a position in BSCS in Q3 2023 and held it in 10 quarters. The position peaked at $11.7M in Q4 2025. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Advisors Capital Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Advisors Capital Management sold 568,238 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $11.7M.
  • Advisors Capital Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2023 and held it in 10 quarters.
  • Advisors Capital Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $11.7M in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.