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

Evexia Wealth’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	$1.88M	Sell	92,601 -50,813	-35%	-$1.04M	0.51%	35
2026 Q1	$2.94M	Buy	143,414 +20,954	+17%	+$431K	0.81%	34
2025 Q4	$2.53M	Buy	122,460 +21,847	+22%	+$450K	0.71%	35
2025 Q3	$2.08M	Buy	100,613 +5,281	+6%	+$108K	0.62%	37
2025 Q2	$1.95M	Sell	95,332 -16,812	-15%	-$342K	0.61%	38
2025 Q1	$2.28M	Buy	112,144 +2,511	+2%	+$50.8K	0.83%	39
2024 Q4	$2.21M	Buy	109,633 +62,003	+130%	+$1.26M	0.75%	38
2024 Q3	$972K	Buy	47,630 +6,261	+15%	+$127K	0.34%	44
2024 Q2	$830K	Buy	+41,369	New	+$824K	0.31%	42

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

Evexia Wealth's BSCS Position: Q2 2026 in Review

Evexia Wealth reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 35% in Q2 2026, selling an estimated $1.04M and leaving 92,601 shares worth $1.88M. The position accounts for 0.51% of the portfolio, ranked #35.

Evexia Wealth first reported a position in BSCS in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.94M in Q1 2026. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Evexia Wealth held 92,601 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.88M as of Q2 2026.
Evexia Wealth sold 50,813 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $1.04M.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.51% of Evexia Wealth's portfolio in Q2 2026, its #35 holding.
Evexia Wealth first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Evexia Wealth's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.94M in Q1 2026.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.