Financial Life Planners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Financial Life Planners’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	$974K	Sell	47,815 -4,556	-9%	-$93K	0.63%	19
2026 Q1	$1.07M	Sell	52,371 -1,628	-3%	-$33.5K	0.82%	16
2025 Q4	$1.11M	Sell	53,999 -2,166	-4%	-$44.6K	0.8%	18
2025 Q3	$1.16M	Sell	56,165 -462	-0.8%	-$9.48K	0.78%	19
2025 Q2	$1.16M	Buy	56,627 +1,922	+4%	+$39.1K	0.94%	18
2025 Q1	$1.11M	Sell	54,705 -3,654	-6%	-$74K	1.08%	16
2024 Q4	$1.17M	Buy	+58,359	New	+$1.18M	0.98%	15

Other funds holding BSCS

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $432M AUM

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Financial Life Planners's BSCS Position: Q2 2026 in Review

Financial Life Planners reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 8.7% in Q2 2026, selling an estimated $93K and leaving 47,815 shares worth $974K. The position accounts for 0.63% of the portfolio, ranked #19.

Financial Life Planners first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2024. 208 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Financial Life Planners held 47,815 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $974K as of Q2 2026.
Financial Life Planners sold 4,556 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $93K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.63% of Financial Life Planners's portfolio in Q2 2026, its #19 holding.
Financial Life Planners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.17M in Q4 2024.
208 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.