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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
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% -$9.51K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Apella Capital's BSCS Position: Q2 2026 in Review

Apella Capital increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.5% in Q2 2026, buying an estimated $15.6K and bringing the position to 51,835 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #365.

Apella Capital first reported a position in BSCS in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.34M in Q4 2020. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Apella Capital held 51,835 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.06M as of Q2 2026.
  • Apella Capital bought 765 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $15.6K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #365 holding.
  • Apella Capital first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.34M in Q4 2020.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.