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Carroll Advisory Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Carroll Advisory Group’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 		$6.83M Buy
335,272
+59,115
+21% +$1.21M 2.24% 13
2026
Q1 		$5.64M Buy
276,157
+103,600
+60% +$2.13M 2.19% 14
2025
Q4 		$3.55M Buy
+172,557
New +$3.55M 1.54% 18

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

Carroll Advisory Group's BSCS Position: Q2 2026 in Review

Carroll Advisory Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 21% in Q2 2026, buying an estimated $1.21M and bringing the position to 335,272 shares worth $6.83M. The position accounts for 2.24% of the portfolio, ranked #13.

Carroll Advisory Group first reported a position in BSCS in Q4 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Carroll Advisory Group held 335,272 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $6.83M as of Q2 2026.
  • Carroll Advisory Group bought 59,115 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $1.21M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 2.24% of Carroll Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Carroll Advisory Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.