GRP
BSCS icon

Global Retirement Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Global Retirement Partners’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
2025
Q4 		$151K Buy
7,352
+972
+15% +$20K ﹤0.01% 1644
2025
Q3 		$131K Buy
6,380
+3,554
+126% +$72.9K ﹤0.01% 1387
2025
Q2 		$57.9K Buy
+2,826
New +$57.5K ﹤0.01% 1698
2024
Q4 		$56.9K Buy
2,826
+300
+12% +$6.08K ﹤0.01% 1563
2024
Q3 		$51.9K Hold
2,526
– – ﹤0.01% 1539
2024
Q2 		$50.4K Buy
2,526
+2,265
+868% +$45.1K ﹤0.01% 1532
2024
Q1 		$5.24K Hold
261
– – ﹤0.01% 2378
2023
Q4 		$5.28K Hold
261
– – ﹤0.01% 2303
2023
Q3 		$5.03K Buy
+261
New +$5.12K ﹤0.01% 2191
2023
Q2 		– Sell
-1,224
Closed -$24.7K – 3202
2023
Q1 		$24.7K Buy
+1,224
New +$24.3K ﹤0.01% 1546

Other funds holding BSCS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return