Central Valley Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Central Valley Advisors’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	$11M	Sell	538,903 -2,757	-0.5%	-$56.3K	2.81%	7
2026 Q1	$11.1M	Buy	541,660 +47,761	+10%	+$982K	3.02%	7
2025 Q4	$10.2M	Buy	493,899 +23,200	+5%	+$478K	3.04%	7
2025 Q3	$9.68M	Buy	470,699 +5,270	+1%	+$108K	3%	7
2025 Q2	$9.54M	Buy	465,429 +27,384	+6%	+$557K	3.25%	7
2025 Q1	$8.91M	Buy	438,045 +415,744	+1,864%	+$8.41M	3.38%	6
2024 Q4	$449K	Buy	+22,301	New	+$452K	0.2%	86

Other funds holding BSCS

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $432M AUM

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Central Valley Advisors's BSCS Position: Q2 2026 in Review

Central Valley Advisors reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.51% in Q2 2026, selling an estimated $56.3K and leaving 538,903 shares worth $11M. The position accounts for 2.81% of the portfolio, ranked #7.

Central Valley Advisors first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1M in Q1 2026. 209 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Central Valley Advisors held 538,903 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $11M as of Q2 2026.
Central Valley Advisors sold 2,757 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $56.3K.
Invesco BulletShares 2028 Corporate Bond ETF made up 2.81% of Central Valley Advisors's portfolio in Q2 2026, its #7 holding.
Central Valley Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Central Valley Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $11.1M in Q1 2026.
209 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.