Brown Financial Advisory’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Brown Financial Advisory’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	$422K	Hold	20,734	–	–	0.18%	32
2026 Q1	$423K	Hold	20,734	–	–	0.21%	32
2025 Q4	$427K	Hold	20,734	–	–	0.22%	36
2025 Q3	$426K	Hold	20,734	–	–	0.22%	35
2025 Q2	$425K	Buy	20,734 +5,945	+40%	+$121K	0.23%	34
2025 Q1	$301K	Buy	+14,789	New	+$299K	0.19%	37

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

Brown Financial Advisory's BSCS Position: Q2 2026 in Review

Brown Financial Advisory held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 20,734 shares worth $422K. The position accounts for 0.18% of the portfolio, ranked #32.

Brown Financial Advisory first reported a position in BSCS in Q1 2025 and has held it in 6 quarters since. The position peaked at $427K in Q4 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Brown Financial Advisory held 20,734 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $422K as of Q2 2026.
Brown Financial Advisory left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.18% of Brown Financial Advisory's portfolio in Q2 2026, its #32 holding.
Brown Financial Advisory first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Brown Financial Advisory's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $427K in Q4 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Brown Financial Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.