Creative Planning
BSCS icon

Creative Planning’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Creative Planning’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 		$1.87M Buy
91,400
+4,615
+5% +$94.9K ﹤0.01% 1947
2025
Q4 		$1.79M Sell
86,785
-29,959
-26% -$617K ﹤0.01% 1812
2025
Q3 		$2.4M Buy
116,744
+1,489
+1% +$30.6K ﹤0.01% 1395
2025
Q2 		$2.36M Sell
115,255
-8,517
-7% -$173K ﹤0.01% 1206
2025
Q1 		$2.52M Buy
123,772
+48,670
+65% +$985K ﹤0.01% 1034
2024
Q4 		$1.51M Buy
75,102
+53,359
+245% +$1.08M ﹤0.01% 1318
2024
Q3 		$447K Sell
21,743
-4,991
-19% -$102K ﹤0.01% 2203
2024
Q2 		$533K Buy
26,734
+2,626
+11% +$52.3K ﹤0.01% 1890
2024
Q1 		$484K Buy
24,108
+1,767
+8% +$35.5K ﹤0.01% 1872
2023
Q4 		$453K Buy
+22,341
New +$438K ﹤0.01% 1779

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