HWM
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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
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 $1.66T 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
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