Guardian Wealth Advisors (North Carolina)’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$1.03M	Sell	50,546 -5,285	-9%	-$108K	0.06%	158
2026 Q1	$1.14M	Sell	55,831 -1,500	-3%	-$30.8K	0.07%	140
2025 Q4	$1.18M	Sell	57,331 -117	-0.2%	-$2.41K	0.07%	138
2025 Q3	$1.18M	Sell	57,448 -124,151	-68%	-$2.55M	0.08%	131
2025 Q2	$3.72M	Sell	181,599 -7,554	-4%	-$154K	0.26%	55
2025 Q1	$3.85M	Buy	189,153 +2,899	+2%	+$58.7K	0.31%	53
2024 Q4	$3.75M	Buy	186,254 +136,123	+272%	+$2.76M	0.3%	53
2024 Q3	$1.03M	Buy	+50,131	New	+$1.02M	0.11%	103

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

Guardian Wealth Advisors (North Carolina)'s BSCS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 9.5% in Q2 2026, selling an estimated $108K and leaving 50,546 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #158.

Guardian Wealth Advisors (North Carolina) first reported a position in BSCS in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.85M in Q1 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 50,546 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.03M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 5,285 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $108K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.06% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #158 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.85M in Q1 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.