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

HB 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 		$569K Buy
27,951
+162
+0.6% +$3.31K ﹤0.01% 1034
2026
Q1 		$568K Buy
27,789
+1,614
+6% +$33.2K ﹤0.01% 919
2025
Q4 		$539K Buy
26,175
+159
+0.6% +$3.27K ﹤0.01% 872
2025
Q3 		$535K Sell
26,016
-3,467
-12% -$71.2K ﹤0.01% 831
2025
Q2 		$604K Buy
29,483
+895
+3% +$18.2K ﹤0.01% 678
2025
Q1 		$582K Buy
28,588
+153
+0.5% +$3.1K ﹤0.01% 721
2024
Q4 		$572K Buy
28,435
+900
+3% +$18.3K 0.01% 574
2024
Q3 		$566K Buy
27,535
+3,360
+14% +$68.4K 0.01% 551
2024
Q2 		$482K Buy
24,175
+158
+0.7% +$3.15K 0.01% 554
2024
Q1 		$482K Buy
24,017
+885
+4% +$17.8K 0.01% 513
2023
Q4 		$469K Buy
+23,132
New +$454K 0.01% 482

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

HB Wealth Management's BSCS Position: Q2 2026 in Review

HB Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.58% in Q2 2026, buying an estimated $3.31K and bringing the position to 27,951 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

HB Wealth Management first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $604K in Q2 2025. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • HB Wealth Management held 27,951 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $569K as of Q2 2026.
  • HB Wealth Management bought 162 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $3.31K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1034 holding.
  • HB Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $604K in Q2 2025.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.