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 Q2	$1.38M	Sell	67,936 -23,464	-26%	-$479K	﹤0.01%	2379
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 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

Creative Planning's BSCS Position: Q2 2026 in Review

Creative Planning reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 26% in Q2 2026, selling an estimated $479K and leaving 67,936 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Creative Planning first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.52M in Q1 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Creative Planning held 67,936 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.38M as of Q2 2026.
Creative Planning sold 23,464 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $479K.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2379 holding.
Creative Planning first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Creative Planning's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.52M in Q1 2025.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.