Gladstone Institutional Advisory’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Gladstone Institutional Advisory’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	$2.78M	Buy	136,692 +4,351	+3%	+$88.8K	0.09%	231
2026 Q1	$2.7M	Buy	132,341 +7,344	+6%	+$151K	0.1%	212
2025 Q4	$2.57M	Buy	124,997 +2,525	+2%	+$52K	0.1%	221
2025 Q3	$2.52M	Buy	122,472 +3,301	+3%	+$67.8K	0.1%	212
2025 Q2	$2.44M	Buy	119,171 +469	+0.4%	+$9.55K	0.1%	211
2025 Q1	$2.42M	Buy	118,702 +6,739	+6%	+$136K	0.11%	196
2024 Q4	$2.25M	Buy	111,963 +3,034	+3%	+$61.5K	0.1%	207
2024 Q3	$2.24M	Buy	108,929 +691	+0.6%	+$14.1K	0.11%	208
2024 Q2	$2.16M	Buy	108,238 +27,780	+35%	+$553K	0.11%	212
2024 Q1	$1.61M	Buy	80,458 +5,810	+8%	+$117K	0.09%	243
2023 Q4	$1.51M	Buy	+74,648	New	+$1.46M	0.08%	230

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

Gladstone Institutional Advisory's BSCS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.3% in Q2 2026, buying an estimated $88.8K and bringing the position to 136,692 shares worth $2.78M. The position accounts for 0.09% of the portfolio, ranked #231.

Gladstone Institutional Advisory first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Gladstone Institutional Advisory held 136,692 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.78M as of Q2 2026.
Gladstone Institutional Advisory bought 4,351 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $88.8K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #231 holding.
Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.