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 Q2	$459K	Sell	22,551 -1,206	-5%	-$24.6K	0.03%	295
2026 Q1	$485K	Hold	23,757	–	–	0.04%	278
2025 Q4	$489K	Sell	23,757 -2,485	-9%	-$51.2K	0.03%	309
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Arete Wealth Advisors's BSCS Position: Q2 2026 in Review

Arete Wealth Advisors reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 5.1% in Q2 2026, selling an estimated $24.6K and leaving 22,551 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #295.

Arete Wealth Advisors first reported a position in BSCS in Q1 2024 and has held it in 10 quarters since. The position peaked at $560K in Q3 2024. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Arete Wealth Advisors held 22,551 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $459K as of Q2 2026.
Arete Wealth Advisors sold 1,206 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $24.6K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.03% of Arete Wealth Advisors's portfolio in Q2 2026, its #295 holding.
Arete Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Arete Wealth Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $560K in Q3 2024.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.