Atomi Financial Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Atomi Financial Group’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	–	Sell	-14,940	Closed	-$308K	–	1223
2025 Q4	$308K	Sell	14,940 -5,036	-25%	-$104K	0.01%	918
2025 Q3	$411K	Buy	19,976 +623	+3%	+$12.8K	0.01%	733
2025 Q2	$397K	Buy	19,353 +5,552	+40%	+$113K	0.02%	684
2025 Q1	$281K	Buy	13,801 +3,365	+32%	+$68.1K	0.01%	807
2024 Q4	$210K	Buy	+10,436	New	+$212K	0.01%	898

Other funds holding BSCS

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

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

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

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

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

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Atomi Financial Group's BSCS Position: Q1 2026 in Review

Atomi Financial Group sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2026, closing a stake of 14,940 shares — an estimated $308K sold.

Atomi Financial Group first reported a position in BSCS in Q4 2024 and held it in 5 quarters. The position peaked at $411K in Q3 2025. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Atomi Financial Group reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 14,940 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $308K.
Atomi Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and held it in 5 quarters.
Atomi Financial Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $411K in Q3 2025.
390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.