Coordinated Financial Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Coordinated Financial Services’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	$887K	Buy	43,418 +172	+0.4%	+$3.54K	0.51%	57
2025 Q4	$891K	Buy	43,246 +1,675	+4%	+$34.5K	0.51%	57
2025 Q3	$855K	Buy	41,571 +3,079	+8%	+$63.2K	0.55%	55
2025 Q2	$789K	Buy	38,492 +4,377	+13%	+$89.1K	0.55%	56
2025 Q1	$694K	Buy	34,115 +9,315	+38%	+$189K	0.53%	54
2024 Q4	$499K	Buy	+24,800	New	+$503K	0.39%	75
2024 Q2	$480K	Buy	24,071 +4,144	+21%	+$82.5K	0.41%	69
2024 Q1	$400K	Buy	+19,927	New	+$400K	0.35%	80

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Coordinated Financial Services's BSCS Position: Q1 2026 in Review

Coordinated Financial Services increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.4% in Q1 2026, buying an estimated $3.54K and bringing the position to 43,418 shares worth $887K. The position accounts for 0.51% of the portfolio, ranked #57.

Coordinated Financial Services first reported a position in BSCS in Q1 2024 and has held it in 8 quarters since. The position peaked at $891K in Q4 2025. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Coordinated Financial Services held 43,418 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $887K as of Q1 2026.
Coordinated Financial Services bought 172 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $3.54K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.51% of Coordinated Financial Services's portfolio in Q1 2026, its #57 holding.
Coordinated Financial Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $891K in Q4 2025.
389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.