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

Atria Wealth Solutions’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
2025
Q2 		$427K Sell
20,833
-8,458
-29% -$172K 0.01% 989
2025
Q1 		$596K Sell
29,291
-1,375
-4% -$27.8K 0.01% 1117
2024
Q4 		$617K Buy
30,666
+2,403
+9% +$48.7K 0.01% 1156
2024
Q3 		$581K Sell
28,263
-3,146
-10% -$64K 0.01% 1169
2024
Q2 		$627K Buy
31,409
+1,381
+5% +$27.5K 0.01% 1119
2024
Q1 		$603K Buy
30,028
+6,871
+30% +$138K 0.01% 1170
2023
Q4 		$470K Buy
23,157
+5,454
+31% +$107K 0.01% 1246
2023
Q3 		$343K Buy
17,703
+1,653
+10% +$32.4K ﹤0.01% 1328
2023
Q2 		$317K Buy
16,050
+2,631
+20% +$52.5K ﹤0.01% 1401
2023
Q1 		$269K Buy
+13,419
New +$267K ﹤0.01% 1482

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 $530B AUM 22.01% 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 $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return