Cerity Partners
BSCS icon

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

Cerity 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 		– Sell
-11,475
Closed -$234K – 3426
2026
Q1 		$234K Hold
11,475
– – ﹤0.01% 2779
2025
Q4 		$236K Sell
11,475
-595
-5% -$12.3K ﹤0.01% 2540
2025
Q3 		$248K Buy
+12,070
New +$248K ﹤0.01% 2407
2024
Q3 		– Sell
-20,544
Closed -$410K – 2545
2024
Q2 		$410K Buy
+20,544
New +$409K ﹤0.01% 1642

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

Cerity Partners's BSCS Position: Q2 2026 in Review

Cerity Partners sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2026, closing a stake of 11,475 shares — an estimated $234K sold.

Cerity Partners first reported a position in BSCS in Q2 2024 and held it in 4 quarters. The position peaked at $410K in Q2 2024. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Cerity Partners reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 11,475 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $234K.
  • Cerity Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and held it in 4 quarters.
  • Cerity Partners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $410K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.