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

Foundations Investment 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	$536K	Sell	26,337 -1,638	-6%	-$33.4K	0.01%	758
2026 Q1	$571K	Buy	27,975 +82	+0.3%	+$1.69K	0.01%	670
2025 Q4	$575K	Sell	27,893 -1,489	-5%	-$30.7K	0.01%	667
2025 Q3	$604K	Sell	29,382 -36,989	-56%	-$759K	0.01%	608
2025 Q2	$1.36M	Buy	66,371 +36,288	+121%	+$739K	0.02%	367
2025 Q1	$612K	Buy	30,083 +919	+3%	+$18.6K	0.01%	521
2024 Q4	$587K	Sell	29,164 -639	-2%	-$13K	0.01%	513
2024 Q3	$613K	Buy	29,803 +11,181	+60%	+$228K	0.01%	472
2024 Q2	$372K	Buy	18,622 +6,294	+51%	+$125K	0.01%	563
2024 Q1	$247K	Buy	+12,328	New	+$248K	0.01%	625

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

Foundations Investment Advisors's BSCS Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 5.9% in Q2 2026, selling an estimated $33.4K and leaving 26,337 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #758.

Foundations Investment Advisors first reported a position in BSCS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q2 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Foundations Investment Advisors held 26,337 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $536K as of Q2 2026.
Foundations Investment Advisors sold 1,638 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $33.4K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #758 holding.
Foundations Investment Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
Foundations Investment Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.36M in Q2 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.