Aventura Private Wealth’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Aventura Private Wealth’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	$1.26K	Hold	62	–	–	﹤0.01%	870
2026 Q1	$1.27K	Hold	62	–	–	﹤0.01%	780
2025 Q4	$1.28K	Hold	62	–	–	﹤0.01%	725
2025 Q3	$1.27K	Hold	62	–	–	﹤0.01%	717
2025 Q2	$1.27K	Buy	+62	New	+$1.26K	﹤0.01%	672

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

Aventura Private Wealth's BSCS Position: Q2 2026 in Review

Aventura Private Wealth held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 62 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Aventura Private Wealth first reported a position in BSCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28K in Q4 2025. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Aventura Private Wealth held 62 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.26K as of Q2 2026.
Aventura Private Wealth left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #870 holding.
Aventura Private Wealth first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Aventura Private Wealth's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.28K in Q4 2025.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.