Carson Wealth (CWM LLC)
BSCS icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Carson Wealth (CWM 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 		$7.42M Sell
363,368
-39,462
-10% -$811K 0.02% 660
2025
Q4 		$8.3M Sell
402,830
-7,565
-2% -$156K 0.02% 585
2025
Q3 		$8.44M Buy
410,395
+18,788
+5% +$386K 0.03% 524
2025
Q2 		$8.02M Buy
391,607
+19,261
+5% +$392K 0.03% 445
2025
Q1 		$7.58M Buy
372,346
+340,981
+1,087% +$6.9M 0.03% 412
2024
Q4 		$631K Buy
31,365
+14,646
+88% +$297K ﹤0.01% 1290
2024
Q3 		$344K Buy
16,719
+5,419
+48% +$110K ﹤0.01% 1472
2024
Q2 		$225K Sell
11,300
-5,800
-34% -$115K ﹤0.01% 1531
2024
Q1 		$343K Buy
17,100
+16,800
+5,600% +$338K ﹤0.01% 1274
2023
Q4 		$6K Hold
300
– – ﹤0.01% 3403
2023
Q3 		$6K Hold
300
– – ﹤0.01% 3350
2023
Q2 		$6K Hold
300
– – ﹤0.01% 3327
2023
Q1 		$6K Sell
300
-700
-70% -$13.9K ﹤0.01% 3189
2022
Q4 		$20K Buy
+1,000
New +$19.4K ﹤0.01% 2354

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Carson Wealth (CWM LLC)'s BSCS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 9.8% in Q1 2026, selling an estimated $811K and leaving 363,368 shares worth $7.42M. The position accounts for 0.02% of the portfolio, ranked #660.

Carson Wealth (CWM LLC) first reported a position in BSCS in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.44M in Q3 2025. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 363,368 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $7.42M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 39,462 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $811K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #660 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2028 Corporate Bond ETF position peaked at $8.44M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.