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 Q3	$66.1M	Buy	3,284,443 +9,463	+0.3%	+$192K	0.61%	35
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Clearstead Advisors's BSCS Position: Q3 2026 in Review

Clearstead Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.29% in Q3 2026, buying an estimated $192K and bringing the position to 3,284,443 shares worth $66.1M. The position accounts for 0.61% of the portfolio, ranked #35.

Clearstead Advisors first reported a position in BSCS in Q2 2024 and has held it in 10 quarters since. The position peaked at $66.7M in Q2 2026. 240 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Clearstead Advisors held 3,284,443 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $66.1M as of Q3 2026.
Clearstead Advisors bought 9,463 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $192K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.61% of Clearstead Advisors's portfolio in Q3 2026, its #35 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Clearstead Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $66.7M in Q2 2026.
240 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.