Berger Financial Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Berger Financial Group’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	$4.4M	Sell	216,040 -10,385	-5%	-$212K	0.22%	90
2026 Q1	$4.62M	Sell	226,425 -1,223	-0.5%	-$25.1K	0.26%	89
2025 Q4	$4.69M	Sell	227,648 -1,862	-0.8%	-$38.3K	0.27%	84
2025 Q3	$4.72M	Sell	229,510 -677	-0.3%	-$13.9K	0.28%	86
2025 Q2	$4.72M	Sell	230,187 -3,190	-1%	-$64.9K	0.3%	85
2025 Q1	$4.75M	Sell	233,377 -9,862	-4%	-$200K	0.33%	83
2024 Q4	$4.9M	Buy	243,239 +232,483	+2,161%	+$4.72M	0.34%	76
2024 Q3	$221K	Buy	+10,756	New	+$219K	0.02%	366

Other funds holding BSCS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Berger Financial Group's BSCS Position: Q2 2026 in Review

Berger Financial Group reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 4.6% in Q2 2026, selling an estimated $212K and leaving 216,040 shares worth $4.4M. The position accounts for 0.22% of the portfolio, ranked #90.

Berger Financial Group first reported a position in BSCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.9M in Q4 2024. 285 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Berger Financial Group held 216,040 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $4.4M as of Q2 2026.
Berger Financial Group sold 10,385 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $212K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.22% of Berger Financial Group's portfolio in Q2 2026, its #90 holding.
Berger Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Berger Financial Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $4.9M in Q4 2024.
285 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.