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Congress Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Congress Wealth Management’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
2025
Q2 		$1.06M Buy
51,786
+431
+0.8% +$8.77K 0.01% 689
2025
Q1 		$1.04M Buy
+51,355
New +$1.04M 0.01% 625

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Congress Wealth Management's BSCS Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.84% in Q2 2025, buying an estimated $8.77K and bringing the position to 51,786 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #689.

Congress Wealth Management first reported a position in BSCS in Q1 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold BSCS as of Q2 2025.

  • Congress Wealth Management held 51,786 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.06M as of Q2 2025.
  • Congress Wealth Management bought 431 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2025, an estimated $8.77K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #689 holding.
  • Congress Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.