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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
Q2 		$1.01M Buy
49,609
+302
+0.6% +$6.17K 0.02% 359
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Capital Analysts LLC's BSCS Position: Q2 2026 in Review

Capital Analysts LLC increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.61% in Q2 2026, buying an estimated $6.17K and bringing the position to 49,609 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #359.

Capital Analysts LLC first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q3 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Capital Analysts LLC held 49,609 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.01M as of Q2 2026.
  • Capital Analysts LLC bought 302 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $6.17K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #359 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Analysts LLC's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.11M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.