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

Castleview 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 		$237K Buy
11,628
+264
+2% +$5.39K 0.1% 192
2026
Q1 		$232K Buy
+11,364
New +$234K 0.12% 179

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

Castleview Partners's BSCS Position: Q2 2026 in Review

Castleview Partners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 2.3% in Q2 2026, buying an estimated $5.39K and bringing the position to 11,628 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #192.

Castleview Partners first reported a position in BSCS in Q1 2026 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Castleview Partners held 11,628 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $237K as of Q2 2026.
  • Castleview Partners bought 264 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $5.39K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #192 holding.
  • Castleview Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.