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

BCS 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	$7.14M	Buy	350,461 +17,045	+5%	+$348K	1.29%	16
2026 Q1	$6.81M	Sell	333,416 -329,080	-50%	-$6.76M	1.39%	17
2025 Q4	$13.6M	Buy	662,496 +361,168	+120%	+$7.44M	1.38%	14
2025 Q3	$6.2M	Sell	301,328 -13,722	-4%	-$282K	1.4%	15
2025 Q2	$6.46M	Buy	315,050 +23,651	+8%	+$481K	1.39%	14
2025 Q1	$5.93M	Buy	291,399 +5,790	+2%	+$117K	1.52%	14
2024 Q4	$5.75M	Buy	285,609 +46,064	+19%	+$934K	1.43%	14
2024 Q3	$4.92M	Buy	239,545 +73,589	+44%	+$1.5M	2.09%	12
2024 Q2	$3.31M	Buy	165,956 +45,737	+38%	+$911K	1.61%	17
2024 Q1	$2.41M	Buy	120,219 +49,429	+70%	+$993K	0.77%	34
2023 Q4	$1.44M	Buy	+70,790	New	+$1.39M	0.53%	51
2023 Q2	–	Sell	-12,047	Closed	-$242K	–	120
2023 Q1	$242K	Buy	+12,047	New	+$240K	0.11%	136

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

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

BCS Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 5.1% in Q2 2026, buying an estimated $348K and bringing the position to 350,461 shares worth $7.14M. The position accounts for 1.29% of the portfolio, ranked #16.

BCS Wealth Management first reported a position in BSCS in Q1 2023 and has held it in 12 quarters since. The position peaked at $13.6M in Q4 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

BCS Wealth Management held 350,461 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $7.14M as of Q2 2026.
BCS Wealth Management bought 17,045 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $348K.
Invesco BulletShares 2028 Corporate Bond ETF made up 1.29% of BCS Wealth Management's portfolio in Q2 2026, its #16 holding.
BCS Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2023 and has held it in 12 quarters since.
BCS Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $13.6M in Q4 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.