FIT
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Financially in Tune’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Financially in Tune’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 		$2.43M Buy
118,781
+20,404
+21% +$419K 2.09% 10
2025
Q4 		$2.03M Buy
+98,377
New +$2.03M 1.89% 12

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Financially in Tune's BSCS Position: Q1 2026 in Review

Financially in Tune increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 21% in Q1 2026, buying an estimated $419K and bringing the position to 118,781 shares worth $2.43M. The position accounts for 2.09% of the portfolio, ranked #10.

Financially in Tune first reported a position in BSCS in Q4 2025 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Financially in Tune held 118,781 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.43M as of Q1 2026.
  • Financially in Tune bought 20,404 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $419K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 2.09% of Financially in Tune's portfolio in Q1 2026, its #10 holding.
  • Financially in Tune first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.