Avior Wealth Management
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
Q3 		$2.94M Sell
146,021
-2,822
-2% -$57.3K 0.08% 205
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

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Carroll Advisory Group
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Avior Wealth Management's BSCS Position: Q3 2026 in Review

Avior Wealth Management reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.9% in Q3 2026, selling an estimated $57.3K and leaving 146,021 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #205.

Avior Wealth Management first reported a position in BSCS in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.13M in Q4 2025. 111 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Avior Wealth Management held 146,021 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.94M as of Q3 2026.
  • Avior Wealth Management sold 2,822 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $57.3K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.08% of Avior Wealth Management's portfolio in Q3 2026, its #205 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • Avior Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.13M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.