CX Institutional
BSCS icon

CX Institutional’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

CX Institutional’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
Q3 		$7K Buy
356
+4
+1% +$81 ﹤0.01% 1396
2026
Q2 		$7K Sell
352
-961
-73% -$19.6K ﹤0.01% 1336
2026
Q1 		$27K Buy
1,313
+14
+1% +$288 ﹤0.01% 1074
2025
Q4 		$27K Buy
1,299
+27
+2% +$556 ﹤0.01% 1068
2025
Q3 		$26K Buy
+1,272
New +$26.1K ﹤0.01% 1053

Other funds holding BSCS

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

CX Institutional's BSCS Position: Q3 2026 in Review

CX Institutional increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.1% in Q3 2026, buying an estimated $81 and bringing the position to 356 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

CX Institutional first reported a position in BSCS in Q3 2025 and has held it in 5 quarters since. The position peaked at $27K in Q1 2026. 124 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • CX Institutional held 356 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $7K as of Q3 2026.
  • CX Institutional bought 4 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $81.
  • Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1396 holding.
  • CX Institutional first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $27K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.