AssetMark Inc
BSCS icon

AssetMark Inc’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

AssetMark Inc’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 		$43.6K Buy
+2,143
New +$43.7K ﹤0.01% 1882
2024
Q3 		– Sell
-816
Closed -$16.3K – 2267
2024
Q2 		$16.3K Buy
+816
New +$16.2K ﹤0.01% 1417

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

AssetMark Inc's BSCS Position: Q2 2026 in Review

AssetMark Inc opened a new position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2026: 2,143 shares worth $43.6K. The stake represents ﹤0.01% of the portfolio and ranks #1882 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in BSCS as recently as Q2 2024.

AssetMark Inc first reported a position in BSCS in Q2 2024 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • AssetMark Inc held 2,143 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $43.6K as of Q2 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF was a new AssetMark Inc position in Q2 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1882 holding.
  • AssetMark Inc first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.