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Claris Financial’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Claris Financial’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 		$282K Buy
13,793
+50
+0.4% +$1.03K 0.15% 133
2025
Q4 		$283K Buy
+13,743
New +$283K 0.15% 132

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 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

Claris Financial's BSCS Position: Q1 2026 in Review

Claris Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.36% in Q1 2026, buying an estimated $1.03K and bringing the position to 13,793 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #133.

Claris Financial first reported a position in BSCS in Q4 2025 and has held it in 2 quarters since. The position peaked at $283K in Q4 2025. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Claris Financial held 13,793 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $282K as of Q1 2026.
  • Claris Financial bought 50 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $1.03K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.15% of Claris Financial's portfolio in Q1 2026, its #133 holding.
  • Claris Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Claris Financial's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $283K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.