AWM
BSCS icon

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

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return