Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Cetera Investment Advisers’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
Q1 		$9.22M Buy
451,567
+70,294
+18% +$1.44M 0.01% 1109
2025
Q4 		$7.85M Buy
381,273
+88,844
+30% +$1.83M 0.01% 1182
2025
Q3 		$6.02M Buy
292,429
+144,581
+98% +$2.97M 0.01% 1293
2025
Q2 		$3.03M Buy
147,848
+55,916
+61% +$1.14M 0.01% 1544
2025
Q1 		$1.87M Buy
91,932
+18,305
+25% +$370K ﹤0.01% 1798
2024
Q4 		$1.48M Buy
73,627
+16,158
+28% +$328K ﹤0.01% 1879
2024
Q3 		$1.18M Sell
57,469
-2,276
-4% -$46.3K ﹤0.01% 2006
2024
Q2 		$1.19M Buy
59,745
+1,220
+2% +$24.3K ﹤0.01% 1946
2024
Q1 		$1.17M Buy
58,525
+47,902
+451% +$963K ﹤0.01% 1947
2023
Q4 		$215K Buy
+10,623
New +$208K ﹤0.01% 2002

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return