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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
Q3 		$238K Buy
11,825
+197
+2% +$4K 0.1% 189
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

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Castleview Partners's BSCS Position: Q3 2026 in Review

Castleview Partners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.7% in Q3 2026, buying an estimated $4K and bringing the position to 11,825 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #189.

Castleview Partners first reported a position in BSCS in Q1 2026 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Castleview Partners held 11,825 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $238K as of Q3 2026.
  • Castleview Partners bought 197 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $4K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.1% of Castleview Partners's portfolio in Q3 2026, its #189 holding.
  • Castleview Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.