Avantax Advisory Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.96M Sell
144,683
-10,938
-7% -$223K 0.02% 621
2025
Q1
$3.17M Buy
155,621
+16,895
+12% +$342K 0.02% 561
2024
Q4
$2.79M Buy
138,726
+12,645
+10% +$256K 0.02% 581
2024
Q3
$2.59M Buy
126,081
+9,564
+8% +$195K 0.02% 588
2024
Q2
$2.32M Buy
116,517
+39,509
+51% +$787K 0.02% 603
2024
Q1
$1.55M Buy
77,008
+33,706
+78% +$677K 0.01% 617
2023
Q4
$878K Buy
43,302
+12,185
+39% +$239K 0.01% 760
2023
Q3
$603K Buy
31,117
+15,153
+95% +$297K 0.01% 871
2023
Q2
$315K Buy
+15,964
New +$319K ﹤0.01% 1160

Other funds holding BSCS

Avantax Advisory Services's BSCS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 7% in Q2 2025, selling an estimated $223K and leaving 144,683 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #621.

Avantax Advisory Services first reported a position in BSCS in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.17M in Q1 2025. 323 funds tracked by Wall St. Rank hold BSCS as of Q2 2025.

  • Avantax Advisory Services held 144,683 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.96M as of Q2 2025.
  • Avantax Advisory Services sold 10,938 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2025, an estimated $223K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #621 holding.
  • Avantax Advisory Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2023 and has held it in 9 quarters since.
  • Avantax Advisory Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.17M in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.