Fusion Family Wealth’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Fusion Family Wealth’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	$46.6M	Buy	2,288,259 +41,158	+2%	+$840K	3.1%	12
2026 Q1	$45.9M	Buy	2,247,101 +155,846	+7%	+$3.2M	3.43%	11
2025 Q4	$43.1M	Buy	2,091,255 +466,188	+29%	+$9.6M	3.27%	11
2025 Q3	$33.4M	Sell	1,625,067 -2,772	-0.2%	-$56.9K	2.5%	14
2025 Q2	$33.4M	Buy	1,627,839 +84,518	+5%	+$1.72M	2.82%	13
2025 Q1	$31.4M	Sell	1,543,321 -15,858	-1%	-$321K	2.89%	12
2024 Q4	$31.4M	Buy	+1,559,179	New	+$31.6M	2.88%	14

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

Fusion Family Wealth's BSCS Position: Q2 2026 in Review

Fusion Family Wealth increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.8% in Q2 2026, buying an estimated $840K and bringing the position to 2,288,259 shares worth $46.6M. The position accounts for 3.1% of the portfolio, ranked #12.

Fusion Family Wealth first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Fusion Family Wealth held 2,288,259 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $46.6M as of Q2 2026.
Fusion Family Wealth bought 41,158 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $840K.
Invesco BulletShares 2028 Corporate Bond ETF made up 3.1% of Fusion Family Wealth's portfolio in Q2 2026, its #12 holding.
Fusion Family Wealth first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Fusion Family Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.