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
Q3 		$7.91K Sell
393
-1,750
-82% -$35.5K ﹤0.01% 2600
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AssetMark Inc's BSCS Position: Q3 2026 in Review

AssetMark Inc reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 82% in Q3 2026, selling an estimated $35.5K and leaving 393 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

AssetMark Inc first reported a position in BSCS in Q2 2024 and has held it in 3 quarters since. The position peaked at $43.6K in Q2 2026. 240 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • AssetMark Inc held 393 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $7.91K as of Q3 2026.
  • AssetMark Inc sold 1,750 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $35.5K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2600 holding.
  • AssetMark Inc first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • AssetMark Inc's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $43.6K in Q2 2026.
  • 240 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.