Cypress Wealth Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Cypress Wealth 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 Q2	$900K	Buy	44,175 +2,487	+6%	+$50.8K	0.11%	143
2026 Q1	$851K	Sell	41,688 -3,141	-7%	-$64.6K	0.12%	135
2025 Q4	$923K	Sell	44,829 -1,305	-3%	-$26.9K	0.13%	127
2025 Q3	$949K	Buy	46,134 +1,563	+4%	+$32.1K	0.16%	112
2025 Q2	$913K	Sell	44,571 -666	-1%	-$13.6K	0.16%	108
2025 Q1	$921K	Buy	45,237 +13,960	+45%	+$283K	0.19%	94
2024 Q4	$630K	Sell	31,277 -512	-2%	-$10.4K	0.13%	125
2024 Q3	$654K	Buy	31,789 +12,987	+69%	+$264K	0.14%	115
2024 Q2	$375K	Buy	18,802 +2,277	+14%	+$45.3K	0.08%	172
2024 Q1	$332K	Buy	+16,525	New	+$332K	0.08%	185

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

Cypress Wealth Services's BSCS Position: Q2 2026 in Review

Cypress Wealth Services increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 6% in Q2 2026, buying an estimated $50.8K and bringing the position to 44,175 shares worth $900K. The position accounts for 0.11% of the portfolio, ranked #143.

Cypress Wealth Services first reported a position in BSCS in Q1 2024 and has held it in 10 quarters since. The position peaked at $949K in Q3 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Cypress Wealth Services held 44,175 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $900K as of Q2 2026.
Cypress Wealth Services bought 2,487 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $50.8K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #143 holding.
Cypress Wealth Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Cypress Wealth Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $949K in Q3 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.