Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024 Q4	–	Sell	-42,915	Closed	-$882K	–	50
2024 Q3	$882K	Buy	42,915 +1,869	+5%	+$38.1K	0.57%	22
2024 Q2	$819K	Buy	41,046 +3,890	+10%	+$77.5K	0.59%	20
2024 Q1	$746K	Buy	37,156 +1,677	+5%	+$33.7K	0.55%	20
2023 Q4	$720K	Buy	+35,479	New	+$696K	0.58%	21

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's BSCS Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2024, closing a stake of 42,915 shares — an estimated $882K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSCS in Q4 2023 and held it in 4 quarters. The position peaked at $882K in Q3 2024. 305 funds tracked by Wall St. Rank hold BSCS as of Q4 2024.

Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Higgins & Schmidt Wealth Strategies sold 42,915 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2024, an estimated $882K.
Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $882K in Q3 2024.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.