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 Q3	$11.2M	Buy	554,138 +15,235	+3%	+$309K	3%	7
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	$9.7M	Buy	470,699 +5,270	+1%	+$108K	3%	7
2025 Q2	$9.5M	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 $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Central Valley Advisors's BSCS Position: Q3 2026 in Review

Central Valley Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 2.8% in Q3 2026, buying an estimated $309K and bringing the position to 554,138 shares worth $11.2M. The position accounts for 3% of the portfolio, ranked #7.

Central Valley Advisors first reported a position in BSCS in Q4 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Central Valley Advisors held 554,138 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $11.2M as of Q3 2026.
Central Valley Advisors bought 15,235 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $309K.
Invesco BulletShares 2028 Corporate Bond ETF made up 3% of Central Valley Advisors's portfolio in Q3 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 8 quarters since.
180 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.