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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
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 		$2.13M 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 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

Horizons Wealth Management's BSCS Position: Q1 2026 in Review

Horizons Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 5.1% in Q1 2026, buying an estimated $201K and bringing the position to 202,139 shares worth $4.13M. The position accounts for 2.71% of the portfolio, ranked #12.

Horizons Wealth Management first reported a position in BSCS in Q2 2022 and has held it in 16 quarters since. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Horizons Wealth Management held 202,139 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $4.13M as of Q1 2026.
  • Horizons Wealth Management bought 9,761 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $201K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 2.71% of Horizons Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.