Atria Investments’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Atria Investments’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	$3.29M	Sell	161,780 -41,978	-21%	-$857K	0.03%	531
2026 Q1	$4.16M	Buy	203,758 +18,682	+10%	+$384K	0.05%	428
2025 Q4	$3.81M	Buy	185,076 +27,153	+17%	+$559K	0.04%	468
2025 Q3	$3.25M	Buy	157,923 +24,778	+19%	+$509K	0.04%	543
2025 Q2	$2.73M	Sell	133,145 -430	-0.3%	-$8.75K	0.03%	598
2025 Q1	$2.72M	Buy	133,575 +60,388	+83%	+$1.22M	0.03%	581
2024 Q4	$1.47M	Buy	73,187 +10,329	+16%	+$210K	0.02%	807
2024 Q3	$1.29M	Buy	62,858 +14,407	+30%	+$293K	0.02%	855
2024 Q2	$967K	Buy	+48,451	New	+$965K	0.01%	948

Other funds holding BSCS

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Atria Investments's BSCS Position: Q2 2026 in Review

Atria Investments reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 21% in Q2 2026, selling an estimated $857K and leaving 161,780 shares worth $3.29M. The position accounts for 0.03% of the portfolio, ranked #531.

Atria Investments first reported a position in BSCS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.16M in Q1 2026. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Atria Investments held 161,780 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.29M as of Q2 2026.
Atria Investments sold 41,978 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $857K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #531 holding.
Atria Investments first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $4.16M in Q1 2026.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.