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CAL
Capital Analysts LLC’s
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
Stock Holding History
Capital Analysts LLC’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
Q1
$1.01M
Sell
49,307
-2,424
-5%
-$49.8K
0.03%
335
2025
Q4
$1.06M
Sell
51,731
-2,391
-4%
-$49.2K
0.03%
309
2025
Q3
$1.11M
Buy
54,122
+1,048
+2%
+$21.5K
0.03%
298
2025
Q2
$1.09M
Sell
53,074
-131
-0.2%
-$2.67K
0.04%
274
2025
Q1
$1.08M
Buy
53,205
+3,556
+7%
+$72K
0.04%
251
2024
Q4
$999K
Buy
49,649
+427
+0.9%
+$8.66K
0.04%
246
2024
Q3
$1.01M
Buy
49,222
+8,682
+21%
+$177K
0.04%
241
2024
Q2
$809K
Buy
40,540
+16,434
+68%
+$327K
0.04%
275
2024
Q1
$484K
Sell
24,106
-158
-0.7%
-$3.17K
0.02%
319
2023
Q4
$492K
Buy
24,264
+18,891
+352%
+$371K
0.02%
315
2023
Q3
$104K
Sell
5,373
-4,303
-44%
-$84.5K
0.01%
475
2023
Q2
$191K
Buy
9,676
+8,173
+544%
+$163K
0.01%
383
2023
Q1
$30K
Hold
1,503
–
–
﹤0.01%
661
2022
Q4
$29K
Buy
+1,503
New
+$29.2K
﹤0.01%
700
Other funds holding BSCS
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
TA
TruWealth Advisors
Metairie, Louisiana
$2.08B AUM
21.15%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
CA
Clearstead Advisors
Cleveland, Ohio
$9.79B AUM
18.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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