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

Coastal Bridge 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	$2.33M	Buy	114,571 +3,993	+4%	+$81.5K	0.14%	152
2026 Q1	$2.26M	Buy	110,578 +11,162	+11%	+$229K	0.16%	147
2025 Q4	$2.05M	Buy	99,416 +448	+0.5%	+$9.22K	0.15%	151
2025 Q3	$2.04M	Buy	98,968 +2,942	+3%	+$60.4K	0.15%	148
2025 Q2	$1.97M	Sell	96,026 -417	-0.4%	-$8.49K	0.16%	138
2025 Q1	$1.96M	Buy	+96,443	New	+$1.95M	0.18%	128

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Coastal Bridge Advisors's BSCS Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.6% in Q2 2026, buying an estimated $81.5K and bringing the position to 114,571 shares worth $2.33M. The position accounts for 0.14% of the portfolio, ranked #152.

Coastal Bridge Advisors first reported a position in BSCS in Q1 2025 and has held it in 6 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Coastal Bridge Advisors held 114,571 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.33M as of Q2 2026.
Coastal Bridge Advisors bought 3,993 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $81.5K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.14% of Coastal Bridge Advisors's portfolio in Q2 2026, its #152 holding.
Coastal Bridge Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.