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Axis Wealth Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Axis Wealth Partners’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 		$536K Buy
26,330
+1,041
+4% +$21.2K 0.26% 97
2026
Q1 		$516K Sell
25,289
-87
-0.3% -$1.79K 0.27% 98
2025
Q4 		$523K Buy
25,376
+11,000
+77% +$226K 0.29% 96
2025
Q3 		$296K Buy
+14,376
New +$295K 0.17% 124

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

Axis Wealth Partners's BSCS Position: Q2 2026 in Review

Axis Wealth Partners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 4.1% in Q2 2026, buying an estimated $21.2K and bringing the position to 26,330 shares worth $536K. The position accounts for 0.26% of the portfolio, ranked #97.

Axis Wealth Partners first reported a position in BSCS in Q3 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Axis Wealth Partners held 26,330 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $536K as of Q2 2026.
  • Axis Wealth Partners bought 1,041 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $21.2K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.26% of Axis Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Axis Wealth Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.