Foundry Financial Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Foundry Financial Group’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	$228K	Buy	11,154 +1,159	+12%	+$23.8K	0.11%	62
2025 Q4	$206K	Hold	9,995	–	–	0.1%	63
2025 Q3	$206K	Hold	9,995	–	–	0.11%	59
2025 Q2	$205K	Hold	9,995	–	–	0.12%	60
2025 Q1	$203K	Hold	9,995	–	–	0.13%	55
2024 Q4	$201K	Hold	9,995	–	–	0.12%	56
2024 Q3	$205K	Buy	+9,995	New	+$203K	0.13%	55
2024 Q2	–	Sell	-9,995	Closed	-$201K	–	54
2024 Q1	$201K	Buy	+9,995	New	+$201K	0.14%	56

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Foundry Financial Group's BSCS Position: Q1 2026 in Review

Foundry Financial Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 12% in Q1 2026, buying an estimated $23.8K and bringing the position to 11,154 shares worth $228K. The position accounts for 0.11% of the portfolio, ranked #62.

Foundry Financial Group first reported a position in BSCS in Q1 2024 and has held it in 8 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Foundry Financial Group held 11,154 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $228K as of Q1 2026.
Foundry Financial Group bought 1,159 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $23.8K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.11% of Foundry Financial Group's portfolio in Q1 2026, its #62 holding.
Foundry Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.