Everpar Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Everpar Advisors’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	$1.51M	Buy	73,940 +8,169	+12%	+$167K	0.43%	49
2026 Q1	$1.34M	Buy	65,771 +4,428	+7%	+$91K	0.46%	47
2025 Q4	$1.26M	Buy	61,343 +2,243	+4%	+$46.2K	0.47%	44
2025 Q3	$1.22M	Buy	59,100 +32,406	+121%	+$665K	0.48%	40
2025 Q2	$547K	Buy	26,694 +10,715	+67%	+$218K	0.25%	99
2025 Q1	$325K	Buy	15,979 +2,816	+21%	+$57K	0.17%	163
2024 Q4	$265K	Buy	+13,163	New	+$267K	0.13%	205

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

Everpar Advisors's BSCS Position: Q2 2026 in Review

Everpar Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 12% in Q2 2026, buying an estimated $167K and bringing the position to 73,940 shares worth $1.51M. The position accounts for 0.43% of the portfolio, ranked #49.

Everpar Advisors first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Everpar Advisors held 73,940 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.51M as of Q2 2026.
Everpar Advisors bought 8,169 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $167K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.43% of Everpar Advisors's portfolio in Q2 2026, its #49 holding.
Everpar Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.