Allen Capital Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Allen Capital Group’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	$700K	Buy	34,802 +18	+0.1%	+$365	0.06%	176
2026 Q2	$708K	Buy	34,784 +3,086	+10%	+$63K	0.06%	173
2026 Q1	$647K	Sell	31,698 -2,170	-6%	-$44.6K	0.06%	169
2025 Q4	$698K	Buy	33,868 +1,615	+5%	+$33.3K	0.06%	159
2025 Q3	$663K	Buy	32,253 +2,035	+7%	+$41.8K	0.06%	164
2025 Q2	$619K	Buy	30,218 +2,170	+8%	+$44.2K	0.06%	158
2025 Q1	$571K	Buy	28,048 +6,471	+30%	+$131K	0.06%	151
2024 Q4	$434K	Buy	21,577 +6,083	+39%	+$123K	0.05%	164
2024 Q3	$319K	Buy	15,494 +4,461	+40%	+$90.8K	0.04%	182
2024 Q2	$220K	Buy	+11,033	New	+$220K	0.03%	199

Other funds holding BSCS

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

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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Allen Capital Group's BSCS Position: Q3 2026 in Review

Allen Capital Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.05% in Q3 2026, buying an estimated $365 and bringing the position to 34,802 shares worth $700K. The position accounts for 0.06% of the portfolio, ranked #176.

Allen Capital Group first reported a position in BSCS in Q2 2024 and has held it in 10 quarters since. The position peaked at $708K in Q2 2026. 162 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Allen Capital Group held 34,802 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $700K as of Q3 2026.
Allen Capital Group bought 18 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $365.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.06% of Allen Capital Group's portfolio in Q3 2026, its #176 holding.
Allen Capital Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Allen Capital Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $708K in Q2 2026.
162 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.