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

AE 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	$11.8K	Sell	579 -1	-0.2%	-$20	﹤0.01%	2353
2026 Q1	$11.8K	Hold	580	–	–	﹤0.01%	2241
2025 Q4	$11.9K	Sell	580 -264	-31%	-$5.44K	﹤0.01%	2112
2025 Q3	$17.4K	Buy	844 +265	+46%	+$5.44K	﹤0.01%	1921
2025 Q2	$11.9K	Buy	+579	New	+$11.8K	﹤0.01%	1850
2025 Q1	–	Sell	-1,028	Closed	-$20.7K	–	2159
2024 Q4	$20.7K	Buy	+1,028	New	+$20.9K	﹤0.01%	1727

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

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

AE Wealth Management reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.17% in Q2 2026, selling an estimated $20 and leaving 579 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

AE Wealth Management first reported a position in BSCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.7K in Q4 2024. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

AE Wealth Management held 579 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $11.8K as of Q2 2026.
AE Wealth Management sold 1 Invesco BulletShares 2028 Corporate Bond ETF share in Q2 2026, an estimated $20.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2353 holding.
AE Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $20.7K in Q4 2024.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.