Gilbert Capital Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Gilbert Capital 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 Q2	$1.21M	Sell	59,370 -4,255	-7%	-$86.9K	0.85%	28
2026 Q1	$1.3M	Hold	63,625	–	–	1%	21
2025 Q4	$1.31M	Sell	63,625 -2,151	-3%	-$44.3K	0.99%	24
2025 Q3	$1.35M	Sell	65,776 -156	-0.2%	-$3.2K	1.05%	22
2025 Q2	$1.35M	Buy	+65,932	New	+$1.34M	1.12%	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

Gilbert Capital Group's BSCS Position: Q2 2026 in Review

Gilbert Capital Group reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 6.7% in Q2 2026, selling an estimated $86.9K and leaving 59,370 shares worth $1.21M. The position accounts for 0.85% of the portfolio, ranked #28.

Gilbert Capital Group first reported a position in BSCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q3 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Gilbert Capital Group held 59,370 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.21M as of Q2 2026.
Gilbert Capital Group sold 4,255 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $86.9K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.85% of Gilbert Capital Group's portfolio in Q2 2026, its #28 holding.
Gilbert Capital Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
Gilbert Capital Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.35M in Q3 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.