Carmel Capital Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Carmel Capital Partners’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	$6.48M	Buy	318,124 +226	+0.1%	+$4.61K	2.14%	10
2026 Q1	$6.49M	Buy	317,898 +19,835	+7%	+$408K	2.34%	8
2025 Q4	$6.14M	Buy	298,063 +77,295	+35%	+$1.59M	2.16%	10
2025 Q3	$4.54M	Sell	220,768 -70,070	-24%	-$1.44M	1.91%	11
2025 Q2	$5.96M	Buy	290,838 +18,473	+7%	+$376K	2.09%	6
2025 Q1	$5.54M	Buy	272,365 +20,110	+8%	+$407K	2.18%	6
2024 Q4	$5.08M	Buy	252,255 +14,011	+6%	+$284K	2.05%	9
2024 Q3	$4.9M	Buy	238,244 +28,686	+14%	+$584K	1.89%	7
2024 Q2	$4.18M	Buy	209,558 +21,837	+12%	+$435K	1.76%	9
2024 Q1	$3.77M	Buy	187,721 +27,922	+17%	+$561K	1.56%	11
2023 Q4	$3.24M	Buy	159,799 +49,458	+45%	+$970K	1.65%	8
2023 Q3	$2.14M	Buy	110,341 +22,546	+26%	+$443K	0.96%	15
2023 Q2	$1.73M	Buy	87,795 +41,691	+90%	+$832K	0.89%	16
2023 Q1	$925K	Buy	46,104 +14,029	+44%	+$279K	0.55%	41
2022 Q4	$629K	Buy	32,075 +19,114	+147%	+$372K	0.44%	56
2022 Q3	$248K	Buy	+12,961	New	+$260K	0.24%	99

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

Carmel Capital Partners's BSCS Position: Q2 2026 in Review

Carmel Capital Partners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.07% in Q2 2026, buying an estimated $4.61K and bringing the position to 318,124 shares worth $6.48M. The position accounts for 2.14% of the portfolio, ranked #10.

Carmel Capital Partners first reported a position in BSCS in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.49M in Q1 2026. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Carmel Capital Partners held 318,124 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $6.48M as of Q2 2026.
Carmel Capital Partners bought 226 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $4.61K.
Invesco BulletShares 2028 Corporate Bond ETF made up 2.14% of Carmel Capital Partners's portfolio in Q2 2026, its #10 holding.
Carmel Capital Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Carmel Capital Partners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $6.49M in Q1 2026.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.