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BridgePort Financial Solutions’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

BridgePort Financial Solutions’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
2025
Q4 		– Sell
-10,080
Closed -$207K – 243
2025
Q3 		$207K Hold
10,080
– – 0.06% 228
2025
Q2 		$207K Hold
10,080
– – 0.07% 188
2025
Q1 		$205K Hold
10,080
– – 0.09% 152
2024
Q4 		$205K Buy
+10,080
New +$204K 0.09% 157

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

BridgePort Financial Solutions's BSCS Position: Q4 2025 in Review

BridgePort Financial Solutions sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2025, closing a stake of 10,080 shares — an estimated $207K sold.

BridgePort Financial Solutions first reported a position in BSCS in Q4 2024 and held it in 4 quarters. The position peaked at $207K in Q3 2025. 384 funds tracked by Wall St. Rank hold BSCS as of Q4 2025.

  • BridgePort Financial Solutions reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • BridgePort Financial Solutions sold 10,080 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2025, an estimated $207K.
  • BridgePort Financial Solutions first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and held it in 4 quarters.
  • BridgePort Financial Solutions's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $207K in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2025.

Based on BridgePort Financial Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.