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 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

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

Allen Capital Group's BSCS Position: Q2 2026 in Review

Allen Capital Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 9.7% in Q2 2026, buying an estimated $63K and bringing the position to 34,784 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #173.

Allen Capital Group first reported a position in BSCS in Q2 2024 and has held it in 9 quarters since. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Allen Capital Group held 34,784 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $708K as of Q2 2026.
Allen Capital Group bought 3,086 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $63K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.06% of Allen Capital Group's portfolio in Q2 2026, its #173 holding.
Allen Capital Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.