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Aspen Investment Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Aspen Investment 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
2026
Q2 		$3.35M Buy
164,663
+1,372
+0.8% +$28K 0.9% 27
2026
Q1 		$3.33M Sell
163,291
-419
-0.3% -$8.61K 1.02% 23
2025
Q4 		$3.37M Hold
163,710
– – 1.02% 23
2025
Q3 		$3.37M Buy
163,710
+2,555
+2% +$52.4K 1.3% 17
2025
Q2 		$3.3M Buy
161,155
+39,255
+32% +$799K 1.39% 16
2025
Q1 		$2.48M Buy
121,900
+2,730
+2% +$55.3K 1.14% 20
2024
Q4 		$2.4M Buy
119,170
+22,080
+23% +$448K 1.11% 22
2024
Q3 		$2M Buy
97,090
+1,525
+2% +$31K 0.93% 28
2024
Q2 		$1.91M Sell
95,565
-1,625
-2% -$32.4K 0.95% 26
2024
Q1 		$1.95M Buy
97,190
+2,200
+2% +$44.2K 0.99% 24
2023
Q4 		$1.93M Buy
+94,990
New +$1.86M 1.08% 26

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

Aspen Investment Management's BSCS Position: Q2 2026 in Review

Aspen Investment Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.84% in Q2 2026, buying an estimated $28K and bringing the position to 164,663 shares worth $3.35M. The position accounts for 0.9% of the portfolio, ranked #27.

Aspen Investment Management first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37M in Q4 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Aspen Investment Management held 164,663 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.35M as of Q2 2026.
  • Aspen Investment Management bought 1,372 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $28K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.9% of Aspen Investment Management's portfolio in Q2 2026, its #27 holding.
  • Aspen Investment Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspen Investment Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.37M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.