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Anchor Investment Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Anchor Investment 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 		$23.6M Buy
1,153,205
+65,953
+6% +$1.36M 1.96% 8
2025
Q4 		$22.4M Buy
1,087,252
+81,932
+8% +$1.69M 1.82% 9
2025
Q3 		$20.7M Buy
1,005,320
+39,545
+4% +$812K 1.71% 11
2025
Q2 		$19.8M Buy
965,775
+31,616
+3% +$644K 1.74% 10
2025
Q1 		$19M Buy
934,159
+926,497
+12,092% +$18.8M 1.77% 9
2024
Q4 		$154K Buy
7,662
+4,400
+135% +$89.2K 0.01% 401
2024
Q3 		$67.1K Hold
3,262
– – 0.01% 527
2024
Q2 		$65.1K Buy
3,262
+700
+27% +$13.9K 0.01% 489
2024
Q1 		$51.4K Buy
2,562
+2,432
+1,871% +$48.9K 0.01% 528
2023
Q4 		$2.64K Sell
130
-570
-81% -$11.2K ﹤0.01% 861
2023
Q3 		$13.6K Hold
700
– – ﹤0.01% 703
2023
Q2 		$13.8K Hold
700
– – ﹤0.01% 690
2023
Q1 		$14K Buy
+700
New +$13.9K ﹤0.01% 697
2022
Q4 		– Sell
-1,600
Closed -$30.6K – 952
2022
Q3 		$30.6K Hold
1,600
– – ﹤0.01% 584
2022
Q2 		$31.9K Sell
1,600
-151,821
-99% -$3.08M ﹤0.01% 590
2022
Q1 		$3.24M Buy
153,421
+151,626
+8,447% +$3.3M 0.41% 71
2021
Q4 		$40.7K Buy
1,795
+1,746
+3,563% +$39.8K 0.01% 591
2021
Q3 		$1.12K Hold
49
– – ﹤0.01% 898
2021
Q2 		$1.13K Hold
49
– – ﹤0.01% 919
2021
Q1 		$1.11K Sell
49
-113,469
-100% -$2.62M ﹤0.01% 915
2020
Q4 		$2.68M Sell
113,518
-18,018
-14% -$420K 0.48% 62
2020
Q3 		$3.04M Buy
131,536
+15,792
+14% +$367K 0.62% 47
2020
Q2 		$2.66M Buy
115,744
+1,063
+0.9% +$23.5K 0.59% 47
2020
Q1 		$2.37M Buy
114,681
+30,072
+36% +$658K 0.61% 48
2019
Q4 		$1.86M Buy
84,609
+1,974
+2% +$43.4K 0.4% 78
2019
Q3 		$1.81M Buy
82,635
+56,554
+217% +$1.23M 0.42% 75
2019
Q2 		$563K Buy
26,081
+8,746
+50% +$183K 0.13% 157
2019
Q1 		$359K Buy
17,335
+16,633
+2,369% +$336K 0.09% 202
2018
Q4 		$13.8K Buy
+702
New +$13.8K ﹤0.01% 584

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Anchor Investment Management's BSCS Position: Q1 2026 in Review

Anchor Investment Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 6.1% in Q1 2026, buying an estimated $1.36M and bringing the position to 1,153,205 shares worth $23.6M. The position accounts for 1.96% of the portfolio, ranked #8.

Anchor Investment Management first reported a position in BSCS in Q4 2018 and has held it in 29 quarters since. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Anchor Investment Management held 1,153,205 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $23.6M as of Q1 2026.
  • Anchor Investment Management bought 65,953 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $1.36M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 1.96% of Anchor Investment Management's portfolio in Q1 2026, its #8 holding.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.