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Global Wealth Strategies & Associates’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-9,927
Closed -$203K – 144
2026
Q1 		$203K Sell
9,927
-212
-2% -$4.36K 0.05% 80
2025
Q4 		$209K Sell
10,139
-2,392
-19% -$49.2K 0.05% 70
2025
Q3 		$258K Buy
+12,531
New +$257K 0.07% 63

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Global Wealth Strategies & Associates's BSCS Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2026, closing a stake of 9,927 shares — an estimated $203K sold.

Global Wealth Strategies & Associates first reported a position in BSCS in Q3 2025 and held it in 3 quarters. The position peaked at $258K in Q3 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 9,927 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $203K.
  • Global Wealth Strategies & Associates first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $258K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.