Apella Capital
BSCS icon

Apella Capital’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Apella Capital’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
Q3 		$1.29M Buy
63,716
+11,881
+23% +$241K 0.02% 360
2026
Q2 		$1.06M Buy
51,835
+765
+1% +$15.6K 0.01% 365
2026
Q1 		$1.05M Sell
51,070
-1,757
-3% -$36.1K 0.02% 354
2025
Q4 		$1.09M Sell
52,827
-462
-0.9% -$9.5K 0.02% 266
2025
Q3 		$1.1M Buy
53,289
+10,048
+23% +$206K 0.02% 240
2025
Q2 		$884K Sell
43,241
-892
-2% -$18.2K 0.02% 233
2025
Q1 		$898K Buy
44,133
+1,648
+4% +$33.4K 0.03% 194
2024
Q4 		$855K Buy
42,485
+702
+2% +$14.2K 0.03% 174
2024
Q3 		$860K Sell
41,783
-2,817
-6% -$57.4K 0.04% 161
2024
Q2 		$896K Sell
44,600
-1,086
-2% -$21.6K 0.04% 157
2024
Q1 		$913K Sell
45,686
-976
-2% -$19.6K 0.05% 143
2023
Q4 		$940K Buy
46,662
+16,198
+53% +$318K 0.05% 140
2023
Q3 		$590K Sell
30,464
-2,399
-7% -$47.1K 0.04% 159
2023
Q2 		$649K Buy
+32,863
New +$656K 0.05% 154
2022
Q4 		$799K Buy
40,750
+13,884
+52% +$270K 0.07% 123
2022
Q3 		$514K Sell
26,866
-14
-0.1% -$281 0.06% 131
2022
Q2 		$537K Sell
26,880
-1,163
-4% -$23.6K 0.06% 132
2022
Q1 		$592K Sell
28,043
-782
-3% -$17K 0.08% 115
2021
Q4 		$654K Sell
28,825
-1,353
-4% -$30.8K 0.08% 114
2021
Q3 		$692K Sell
30,178
-6,886
-19% -$160K 0.1% 111
2021
Q2 		$856K Sell
37,064
-5,970
-14% -$137K 0.14% 98
2021
Q1 		$971K Sell
43,034
-13,547
-24% -$313K 0.31% 62
2020
Q4 		$1.34M Buy
56,581
+1,928
+4% +$44.9K 0.47% 50
2020
Q3 		$1.26M Buy
54,653
+1,328
+2% +$30.9K 0.51% 47
2020
Q2 		$1.22M Sell
53,325
-743
-1% -$16.4K 0.57% 44
2020
Q1 		$1.12M Buy
+54,068
New +$1.18M 0.65% 42

Other funds holding BSCS

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Apella Capital's BSCS Position: Q3 2026 in Review

Apella Capital increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 23% in Q3 2026, buying an estimated $241K and bringing the position to 63,716 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #360.

Apella Capital first reported a position in BSCS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2020. 227 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Apella Capital held 63,716 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.29M as of Q3 2026.
  • Apella Capital bought 11,881 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $241K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #360 holding.
  • Apella Capital first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.34M in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.