CBIZ Investment Advisory Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

CBIZ Investment Advisory Services’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	$81.4K	Hold	3,984	–	–	﹤0.01%	67
2026 Q1	$81.4K	Buy	3,984 +43	+1%	+$884	﹤0.01%	67
2025 Q4	$81.2K	Buy	3,941 +43	+1%	+$885	﹤0.01%	103
2025 Q3	$80.2K	Buy	+3,898	New	+$80K	﹤0.01%	92

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

CBIZ Investment Advisory Services's BSCS Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 3,984 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #67.

CBIZ Investment Advisory Services first reported a position in BSCS in Q3 2025 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

CBIZ Investment Advisory Services held 3,984 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $81.4K as of Q2 2026.
CBIZ Investment Advisory Services left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #67 holding.
CBIZ Investment Advisory Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.