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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return