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 New York $1.89T AUM 35.08% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Atria Wealth Solutions's BSCS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 29% in Q2 2025, selling an estimated $172K and leaving 20,833 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #989.

Atria Wealth Solutions first reported a position in BSCS in Q1 2023 and has held it in 10 quarters since. The position peaked at $627K in Q2 2024. 323 funds tracked by Wall St. Rank hold BSCS as of Q2 2025.

Atria Wealth Solutions held 20,833 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $427K as of Q2 2025.
Atria Wealth Solutions sold 8,458 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2025, an estimated $172K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #989 holding.
Atria Wealth Solutions first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $627K in Q2 2024.
323 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.