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Avior Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Avior Wealth Management’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 		$3.03M Buy
148,843
+326
+0.2% +$6.65K 0.08% 202
2026
Q1 		$3.03M Sell
148,517
-3,546
-2% -$72.9K 0.09% 190
2025
Q4 		$3.13M Buy
152,063
+10,455
+7% +$215K 0.1% 155
2025
Q3 		$2.91M Buy
141,608
+8,993
+7% +$185K 0.09% 155
2025
Q2 		$2.72M Buy
132,615
+13,457
+11% +$274K 0.09% 153
2025
Q1 		$2.42M Buy
119,158
+65,634
+123% +$1.33M 0.09% 158
2024
Q4 		$1.08M Buy
53,524
+32,212
+151% +$653K 0.04% 274
2024
Q3 		$438K Buy
21,312
+5,579
+35% +$114K 0.02% 484
2024
Q2 		$314K Buy
15,733
+4,132
+36% +$82.3K 0.01% 559
2024
Q1 		$233K Buy
11,601
+600
+5% +$12.1K 0.01% 665
2023
Q4 		$223K Sell
11,001
-25,230
-70% -$495K 0.01% 501
2023
Q3 		$702K Buy
36,231
+14,254
+65% +$280K 0.05% 254
2023
Q2 		$434K Buy
21,977
+12,385
+129% +$247K 0.03% 377
2023
Q1 		$193K Buy
+9,592
New +$191K 0.01% 536

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Avior Wealth Management's BSCS Position: Q2 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.22% in Q2 2026, buying an estimated $6.65K and bringing the position to 148,843 shares worth $3.03M. The position accounts for 0.08% of the portfolio, ranked #202.

Avior Wealth Management first reported a position in BSCS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.13M in Q4 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Avior Wealth Management held 148,843 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.03M as of Q2 2026.
  • Avior Wealth Management bought 326 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $6.65K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.13M in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.