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

Angeles 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
2025
Q3 		– Sell
-1,904
Closed -$39K – 413
2025
Q2 		$39K Buy
+1,904
New +$38.8K ﹤0.01% 389

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Angeles Wealth Management's BSCS Position: Q3 2025 in Review

Angeles Wealth Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2025, closing a stake of 1,904 shares — an estimated $39K sold.

Angeles Wealth Management first reported a position in BSCS in Q2 2025 and held it in 1 quarter. The position peaked at $39K in Q2 2025. 339 funds tracked by Wall St. Rank hold BSCS as of Q3 2025.

  • Angeles Wealth Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 1,904 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2025, an estimated $39K.
  • Angeles Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2025 and held it in 1 quarter.
  • Angeles Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $39K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2025.

Based on Angeles Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.