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 Q2	$2.34M	Buy	114,713 +3,236	+3%	+$66.1K	1.4%	16
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 $1.89T 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

Genesis Wealth Advisors's BSCS Position: Q2 2026 in Review

Genesis Wealth Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 2.9% in Q2 2026, buying an estimated $66.1K and bringing the position to 114,713 shares worth $2.34M. The position accounts for 1.4% of the portfolio, ranked #16.

Genesis Wealth Advisors 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.

Genesis Wealth Advisors held 114,713 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.34M as of Q2 2026.
Genesis Wealth Advisors bought 3,236 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $66.1K.
Invesco BulletShares 2028 Corporate Bond ETF made up 1.4% of Genesis Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Genesis Wealth Advisors 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 Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.