Golden State Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Golden State Wealth Management’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	$2.34K	Buy	115 +2	+2%	+$41	﹤0.01%	1369
2026 Q1	$2.33K	Buy	113 +1	+0.9%	+$21	﹤0.01%	1325
2025 Q4	$2.32K	Buy	112 +1	+0.9%	+$21	﹤0.01%	1362
2025 Q3	$2.29K	Buy	+111	New	+$2.28K	﹤0.01%	1368

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

Golden State Wealth Management's BSCS Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.8% in Q2 2026, buying an estimated $41 and bringing the position to 115 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Golden State Wealth Management first reported a position in BSCS in Q3 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Golden State Wealth Management held 115 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.34K as of Q2 2026.
Golden State Wealth Management bought 2 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $41.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1369 holding.
Golden State Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.