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HM Payson & Co’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

HM Payson & Co’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 		$200K Buy
+9,831
New +$201K ﹤0.01% 450
2026
Q1 		– Sell
-116
Closed -$2.39K – 1137
2025
Q4 		$2.39K Buy
+116
New +$2.39K ﹤0.01% 1039

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

HM Payson & Co's BSCS Position: Q2 2026 in Review

HM Payson & Co opened a new position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2026: 9,831 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: HM Payson & Co previously reported a position in BSCS as recently as Q4 2025.

HM Payson & Co first reported a position in BSCS in Q4 2025 and has held it in 2 quarters since. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • HM Payson & Co held 9,831 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $200K as of Q2 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF was a new HM Payson & Co position in Q2 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #450 holding.
  • HM Payson & Co first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.