Genesis Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Genesis Wealth 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 Q1	$2.28M	Buy	111,477 +1,843	+2%	+$37.9K	1.52%	17
2025 Q4	$2.26M	Buy	109,634 +6,306	+6%	+$130K	1.55%	17
2025 Q3	$2.13M	Sell	103,328 -2,724	-3%	-$55.9K	1.5%	17
2025 Q2	$2.17M	Buy	106,052 +8,025	+8%	+$163K	1.63%	15
2025 Q1	$1.99M	Buy	98,027 +8,087	+9%	+$164K	1.62%	17
2024 Q4	$1.81M	Buy	+89,940	New	+$1.82M	1.58%	21

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

Genesis Wealth Advisors's BSCS Position: Q1 2026 in Review

Genesis Wealth Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.7% in Q1 2026, buying an estimated $37.9K and bringing the position to 111,477 shares worth $2.28M. The position accounts for 1.52% of the portfolio, ranked #17.

Genesis Wealth Advisors first reported a position in BSCS in Q4 2024 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Genesis Wealth Advisors held 111,477 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.28M as of Q1 2026.
Genesis Wealth Advisors bought 1,843 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $37.9K.
Invesco BulletShares 2028 Corporate Bond ETF made up 1.52% of Genesis Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Genesis Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.