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

Horizons 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
Q3 		$4.2M Buy
+208,883
New +$4.24M 2.62% 11
2026
Q1 		$4.13M Buy
202,139
+9,761
+5% +$201K 2.71% 12
2025
Q4 		$3.96M Buy
192,378
+1,792
+0.9% +$36.9K 2.6% 12
2025
Q3 		$3.92M Buy
190,586
+3,719
+2% +$76.3K 2.67% 10
2025
Q2 		$3.83M Sell
186,867
-1,170
-0.6% -$23.8K 2.73% 10
2025
Q1 		$3.83M Buy
188,037
+15,292
+9% +$309K 2.85% 10
2024
Q4 		$3.48M Buy
172,745
+9,944
+6% +$202K 2.65% 12
2024
Q3 		$3.35M Sell
162,801
-189
-0.1% -$3.85K 2.57% 11
2024
Q2 		$3.29M Sell
162,990
-32,781
-17% -$653K 2.6% 11
2024
Q1 		$3.97M Hold
195,771
– – 2.6% 14
2023
Q4 		$3.97M Buy
195,771
+25,698
+15% +$504K 2.6% 14
2023
Q3 		$3.29M Buy
170,073
+10,768
+7% +$211K 2.4% 15
2023
Q2 		$3.14M Buy
159,305
+4,628
+3% +$92.4K 2.23% 15
2023
Q1 		$3.1M Buy
154,677
+45,917
+42% +$913K 2.28% 15
2022
Q4 		$2.14M Buy
108,760
+105,715
+3,472% +$2.06M 1.71% 17
2022
Q3 		$58K Hold
3,045
– – 0.05% 73
2022
Q2 		$62K Buy
+3,045
New +$61.9K 0.05% 74

Other funds holding BSCS

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Horizons Wealth Management's BSCS Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2026: 208,883 shares worth $4.2M. The stake represents 2.62% of the portfolio and ranks #11 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in BSCS as recently as Q1 2026.

Horizons Wealth Management first reported a position in BSCS in Q2 2022 and has held it in 17 quarters since. 101 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Horizons Wealth Management held 208,883 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $4.2M as of Q3 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF was a new Horizons Wealth Management position in Q3 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 2.62% of Horizons Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.