AFWM
BSCS icon

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

AMJ Financial 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
Q1 		$9.18M Buy
449,382
+2,036
+0.5% +$41.8K 2.16% 17
2025
Q4 		$9.22M Buy
447,346
+3,274
+0.7% +$67.4K 2.18% 19
2025
Q3 		$9.13M Buy
444,072
+11,456
+3% +$235K 2.18% 22
2025
Q2 		$8.86M Buy
432,616
+5,351
+1% +$109K 2.21% 22
2025
Q1 		$8.69M Buy
427,265
+50,673
+13% +$1.03M 2.57% 15
2024
Q4 		$7.58M Buy
376,592
+4,774
+1% +$96.8K 2.1% 24
2024
Q3 		$7.64M Buy
371,818
+11,080
+3% +$226K 2.19% 22
2024
Q2 		$7.2M Buy
+360,738
New +$7.18M 2.23% 25

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

AMJ Financial Wealth Management's BSCS Position: Q1 2026 in Review

AMJ Financial Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.46% in Q1 2026, buying an estimated $41.8K and bringing the position to 449,382 shares worth $9.18M. The position accounts for 2.16% of the portfolio, ranked #17.

AMJ Financial Wealth Management first reported a position in BSCS in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.22M in Q4 2025. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • AMJ Financial Wealth Management held 449,382 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $9.18M as of Q1 2026.
  • AMJ Financial Wealth Management bought 2,036 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $41.8K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 2.16% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #17 holding.
  • AMJ Financial Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • AMJ Financial Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $9.22M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.