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

Concurrent Investment 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	$794K	Buy	39,013 +27,912	+251%	+$570K	0.01%	1140
2026 Q1	$227K	Sell	11,101 -12,283	-53%	-$252K	﹤0.01%	1669
2025 Q4	$482K	Buy	23,384 +5,415	+30%	+$111K	0.01%	1163
2025 Q3	$370K	Buy	17,969 +3,382	+23%	+$69.4K	0.01%	1056
2025 Q2	$299K	Sell	14,587 -246	-2%	-$5.01K	0.01%	1067
2025 Q1	$302K	Sell	14,833 -99,494	-87%	-$2.01M	0.01%	924
2024 Q4	$2.3M	Sell	114,327 -88,279	-44%	-$1.79M	0.06%	293
2024 Q3	$4.17M	Buy	202,606 +10,876	+6%	+$221K	0.12%	175
2024 Q2	$3.83M	Buy	191,730 +7,650	+4%	+$152K	0.13%	169
2024 Q1	$3.69M	Buy	+184,080	New	+$3.7M	0.15%	153

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

Concurrent Investment Advisors's BSCS Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 251% in Q2 2026, buying an estimated $570K and bringing the position to 39,013 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #1140.

Concurrent Investment Advisors first reported a position in BSCS in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.17M in Q3 2024. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Concurrent Investment Advisors held 39,013 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $794K as of Q2 2026.
Concurrent Investment Advisors bought 27,912 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $570K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1140 holding.
Concurrent Investment Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $4.17M in Q3 2024.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.