Empirical Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Empirical Wealth Management’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	$3.4M	Buy	168,714 +258	+0.2%	+$5.24K	0.05%	204
2026 Q2	$3.43M	Buy	168,456 +708	+0.4%	+$14.5K	0.05%	198
2026 Q1	$3.43M	Buy	167,748 +2,026	+1%	+$41.6K	0.06%	190
2025 Q4	$3.41M	Buy	165,722 +1,135	+0.7%	+$23.4K	0.06%	185
2025 Q3	$3.39M	Buy	164,587 +1,256	+0.8%	+$25.8K	0.07%	177
2025 Q2	$3.35M	Buy	163,331 +5,991	+4%	+$122K	0.08%	166
2025 Q1	$3.2M	Buy	157,340 +4,808	+3%	+$97.3K	0.08%	164
2024 Q4	$3.07M	Buy	152,532 +2,971	+2%	+$60.3K	0.08%	155
2024 Q3	$3.07M	Buy	149,561 +6,655	+5%	+$135K	0.09%	152
2024 Q2	$2.85M	Buy	142,906 +22,517	+19%	+$448K	0.08%	149
2024 Q1	$2.42M	Buy	120,389 +487	+0.4%	+$9.8K	0.07%	160
2023 Q4	$2.43M	Buy	119,902 +16,911	+16%	+$332K	0.08%	149
2023 Q3	$1.99M	Buy	102,991 +1,001	+1%	+$19.6K	0.08%	156
2023 Q2	$2.01M	Buy	101,990 +13	+0%	+$260	0.08%	156
2023 Q1	$2.05M	Buy	101,977 +18,884	+23%	+$376K	0.09%	139
2022 Q4	$1.63M	Buy	83,093 +2,561	+3%	+$49.8K	0.08%	151
2022 Q3	$1.54M	Buy	80,532 +3,146	+4%	+$63.1K	0.08%	153
2022 Q2	$1.54M	Sell	77,386 -1,807	-2%	-$36.7K	0.08%	157
2022 Q1	$1.67M	Buy	79,193 +34,681	+78%	+$756K	0.08%	150
2021 Q4	$1.01M	Buy	+44,512	New	+$1.01M	0.05%	214

Other funds holding BSCS

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Empirical Wealth Management's BSCS Position: Q3 2026 in Review

Empirical Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.15% in Q3 2026, buying an estimated $5.24K and bringing the position to 168,714 shares worth $3.4M. The position accounts for 0.05% of the portfolio, ranked #204.

Empirical Wealth Management first reported a position in BSCS in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.43M in Q2 2026. 155 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Empirical Wealth Management held 168,714 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.4M as of Q3 2026.
Empirical Wealth Management bought 258 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $5.24K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.05% of Empirical Wealth Management's portfolio in Q3 2026, its #204 holding.
Empirical Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2021 and has held it in 20 quarters since.
Empirical Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.43M in Q2 2026.
155 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.