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

Clearstead 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 		$66.7M Buy
3,274,980
+19,713
+0.6% +$402K 0.63% 37
2026
Q1 		$66.5M Buy
3,255,267
+192,911
+6% +$3.97M 0.61% 36
2025
Q4 		$63.1M Buy
3,062,356
+196,796
+7% +$4.05M 0.8% 27
2025
Q3 		$58.9M Buy
2,865,560
+169,168
+6% +$3.47M 0.77% 29
2025
Q2 		$55.2M Buy
2,696,392
+98,392
+4% +$2M 0.78% 27
2025
Q1 		$52.9M Buy
2,598,000
+61,367
+2% +$1.24M 0.82% 26
2024
Q4 		$51.1M Buy
2,536,633
+103,391
+4% +$2.1M 0.77% 30
2024
Q3 		$50M Buy
2,433,242
+103,895
+4% +$2.12M 0.78% 27
2024
Q2 		$46.5M Buy
+2,329,347
New +$46.4M 0.79% 28

Other funds holding BSCS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Clearstead Advisors's BSCS Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.61% in Q2 2026, buying an estimated $402K and bringing the position to 3,274,980 shares worth $66.7M. The position accounts for 0.63% of the portfolio, ranked #37.

Clearstead Advisors first reported a position in BSCS in Q2 2024 and has held it in 9 quarters since. 270 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Clearstead Advisors held 3,274,980 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $66.7M as of Q2 2026.
  • Clearstead Advisors bought 19,713 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $402K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.63% of Clearstead Advisors's portfolio in Q2 2026, its #37 holding.
  • Clearstead Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 270 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.