AIM
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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
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 $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return