AWA
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Arete Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Arete Wealth Advisors’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 		$485K Hold
23,757
– – 0.04% 278
2025
Q4 		$489K Sell
23,757
-2,485
-9% -$51.2K 0.03% 453
2025
Q3 		$540K Hold
26,242
– – 0.03% 417
2025
Q2 		$538K Sell
26,242
-270
-1% -$5.5K 0.04% 385
2025
Q1 		$539K Sell
26,512
-1,208
-4% -$24.4K 0.04% 366
2024
Q4 		$558K Buy
27,720
+490
+2% +$9.94K 0.04% 380
2024
Q3 		$560K Buy
27,230
+948
+4% +$19.3K 0.05% 345
2024
Q2 		$524K Buy
26,282
+2,505
+11% +$49.9K 0.04% 377
2024
Q1 		$477K Buy
+23,777
New +$478K 0.04% 298

Other funds holding BSCS

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LPL Financial
LPL Financial San Diego, California $376B 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 $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return