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Capital Investment Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Capital Investment Advisors’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 		$614K Buy
30,139
+518
+2% +$10.6K 0.01% 463
2026
Q1 		$605K Buy
29,621
+355
+1% +$7.3K 0.01% 440
2025
Q4 		$603K Sell
29,266
-766
-3% -$15.8K 0.01% 440
2025
Q3 		$618K Buy
30,032
+273
+0.9% +$5.6K 0.01% 432
2025
Q2 		$610K Sell
29,759
-743
-2% -$15.1K 0.01% 422
2025
Q1 		$621K Sell
30,502
-4,548
-13% -$92K 0.01% 403
2024
Q4 		$706K Buy
35,050
+2,637
+8% +$53.5K 0.01% 364
2024
Q3 		$666K Sell
32,413
-846
-3% -$17.2K 0.01% 363
2024
Q2 		$664K Sell
33,259
-3,478
-9% -$69.3K 0.02% 352
2024
Q1 		$737K Sell
36,737
-2,033
-5% -$40.9K 0.02% 337
2023
Q4 		$786K Buy
38,770
+1,163
+3% +$22.8K 0.02% 302
2023
Q3 		$728K Buy
37,607
+1,576
+4% +$30.9K 0.02% 305
2023
Q2 		$711K Buy
36,031
+1,080
+3% +$21.6K 0.02% 288
2023
Q1 		$701K Sell
34,951
-241
-0.7% -$4.79K 0.02% 300
2022
Q4 		$690K Sell
35,192
-3,566
-9% -$69.3K 0.02% 303
2022
Q3 		$741K Sell
38,758
-2,660
-6% -$53.4K 0.03% 283
2022
Q2 		$827K Sell
41,418
-4,606
-10% -$93.6K 0.03% 268
2022
Q1 		$971K Sell
46,024
-915
-2% -$19.9K 0.03% 268
2021
Q4 		$1.06M Sell
46,939
-908
-2% -$20.7K 0.03% 263
2021
Q3 		$1.1M Buy
47,847
+590
+1% +$13.7K 0.04% 252
2021
Q2 		$1.09M Sell
47,257
-267
-0.6% -$6.11K 0.04% 252
2021
Q1 		$1.07M Buy
47,524
+988
+2% +$22.8K 0.04% 242
2020
Q4 		$1.1M Sell
46,536
-431
-0.9% -$10K 0.05% 227
2020
Q3 		$1.09M Buy
46,967
+781
+2% +$18.2K 0.05% 215
2020
Q2 		$1.06M Buy
46,186
+3,869
+9% +$85.5K 0.05% 205
2020
Q1 		$874K Buy
42,317
+1,902
+5% +$41.6K 0.06% 213
2019
Q4 		$890K Buy
40,415
+17,439
+76% +$383K 0.04% 253
2019
Q3 		$504K Buy
+22,976
New +$502K 0.03% 311

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 Investment Advisors's BSCS Position: Q2 2026 in Review

Capital Investment Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.7% in Q2 2026, buying an estimated $10.6K and bringing the position to 30,139 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #463.

Capital Investment Advisors first reported a position in BSCS in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.1M in Q4 2020. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Capital Investment Advisors held 30,139 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $614K as of Q2 2026.
  • Capital Investment Advisors bought 518 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $10.6K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #463 holding.
  • Capital Investment Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Capital Investment Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.1M in Q4 2020.
  • 399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.