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

Evolution 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
Q1 		$1.88K Hold
92
– – ﹤0.01% 749
2025
Q4 		$1.9K Hold
92
– – ﹤0.01% 647
2025
Q3 		$1.89K Buy
+92
New +$1.89K ﹤0.01% 514

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Evolution Wealth Management's BSCS Position: Q1 2026 in Review

Evolution Wealth Management held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q1 2026 at 92 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Evolution Wealth Management first reported a position in BSCS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.9K in Q4 2025. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Evolution Wealth Management held 92 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.88K as of Q1 2026.
  • Evolution Wealth Management left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q1 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #749 holding.
  • Evolution Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.9K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.