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Freedom Investment Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-48,494
Closed -$994K – 225
2025
Q2 		$994K Sell
48,494
-383
-0.8% -$7.8K 0.08% 252
2025
Q1 		$995K Buy
48,877
+3,490
+8% +$70.6K 0.08% 241
2024
Q4 		$914K Buy
45,387
+24,490
+117% +$497K 0.08% 262
2024
Q3 		$430K Buy
+20,897
New +$425K 0.03% 477
2024
Q2 		– Sell
-10,821
Closed -$217K – 787
2024
Q1 		$217K Buy
+10,821
New +$217K 0.02% 721

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Freedom Investment Management's BSCS Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2025, closing a stake of 48,494 shares — an estimated $994K sold.

Freedom Investment Management first reported a position in BSCS in Q1 2024 and held it in 5 quarters. The position peaked at $995K in Q1 2025. 339 funds tracked by Wall St. Rank hold BSCS as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 48,494 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2025, an estimated $994K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and held it in 5 quarters.
  • Freedom Investment Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $995K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.