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Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$555K Sell
27,262
-48
-0.2% -$980 0.15% 131
2026
Q1 		$558K Sell
27,310
-460
-2% -$9.46K 0.17% 128
2025
Q4 		$572K Sell
27,770
-506
-2% -$10.4K 0.17% 125
2025
Q3 		$582K Buy
28,276
+145
+0.5% +$2.98K 0.18% 124
2025
Q2 		$576K Hold
28,131
– – 0.19% 124
2025
Q1 		$572K Buy
28,131
+7,220
+35% +$146K 0.2% 116
2024
Q4 		$421K Buy
20,911
+743
+4% +$15.1K 0.15% 127
2024
Q3 		$415K Buy
20,168
+495
+3% +$10.1K 0.15% 130
2024
Q2 		$392K Hold
19,673
– – 0.15% 130
2024
Q1 		$395K Buy
19,673
+3,767
+24% +$75.7K 0.16% 125
2023
Q4 		$323K Sell
15,906
-283
-2% -$5.55K 0.15% 132
2023
Q3 		$314K Sell
16,189
-467
-3% -$9.17K 0.16% 127
2023
Q2 		$331K Sell
16,656
-171
-1% -$3.41K 0.17% 127
2023
Q1 		$338K Buy
16,827
+557
+3% +$11.1K 0.19% 125
2022
Q4 		$329K Buy
16,270
+1,113
+7% +$21.6K 0.2% 123
2022
Q3 		$288K Buy
15,157
+486
+3% +$9.75K 0.19% 126
2022
Q2 		$294K Buy
14,671
+1,587
+12% +$32.2K 0.21% 125
2022
Q1 		$264K Sell
13,084
-503
-4% -$11K 0.18% 135
2021
Q4 		$294K Buy
+13,587
New +$309K 0.19% 123

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Comprehensive Financial Consultants Institutional's BSCS Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.18% in Q2 2026, selling an estimated $980 and leaving 27,262 shares worth $555K. The position accounts for 0.15% of the portfolio, ranked #131.

Comprehensive Financial Consultants Institutional first reported a position in BSCS in Q4 2021 and has held it in 19 quarters since. The position peaked at $582K in Q3 2025. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 27,262 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $555K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional sold 48 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $980.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.15% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #131 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $582K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.