Altus Wealth Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Altus Wealth 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	$245K	Buy	12,033 +25	+0.2%	+$510	0.09%	129
2026 Q1	$245K	Sell	12,008 -216	-2%	-$4.44K	0.1%	120
2025 Q4	$252K	Sell	12,224 -4,223	-26%	-$86.9K	0.1%	117
2025 Q3	$338K	Buy	16,447 +30	+0.2%	+$616	0.14%	101
2025 Q2	$336K	Buy	16,417 +29	+0.2%	+$590	0.15%	97
2025 Q1	$333K	Sell	16,388 -90,977	-85%	-$1.84M	0.16%	100
2024 Q4	$2.16M	Sell	107,365 -5,570	-5%	-$113K	0.96%	25
2024 Q3	$2.32M	Sell	112,935 -19,224	-15%	-$391K	0.99%	23
2024 Q2	$2.64M	Sell	132,159 -39,841	-23%	-$793K	1.32%	18
2024 Q1	$3.45M	Sell	172,000 -9,294	-5%	-$187K	1.73%	14
2023 Q4	$3.68M	Buy	181,294 +10,855	+6%	+$213K	2.04%	12
2023 Q3	$3.3M	Sell	170,439 -1,641	-1%	-$32.2K	2.09%	12
2023 Q2	$3.4M	Buy	172,080 +5,076	+3%	+$101K	2.09%	12
2023 Q1	$3.35M	Buy	+167,004	New	+$3.32M	2.26%	11

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

Altus Wealth Group's BSCS Position: Q2 2026 in Review

Altus Wealth Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.21% in Q2 2026, buying an estimated $510 and bringing the position to 12,033 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #129.

Altus Wealth Group first reported a position in BSCS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.68M in Q4 2023. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Altus Wealth Group held 12,033 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $245K as of Q2 2026.
Altus Wealth Group bought 25 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $510.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.09% of Altus Wealth Group's portfolio in Q2 2026, its #129 holding.
Altus Wealth Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
Altus Wealth Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.68M in Q4 2023.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.