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

Howard 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
Q2 		$5.77M Buy
283,380
+14,304
+5% +$292K 2.13% 8
2026
Q1 		$5.5M Buy
269,076
+8,609
+3% +$177K 2.31% 8
2025
Q4 		$5.37M Buy
260,467
+23,592
+10% +$486K 2.34% 9
2025
Q3 		$4.87M Buy
236,875
+8,562
+4% +$176K 2.24% 11
2025
Q2 		$4.68M Buy
228,313
+993
+0.4% +$20.2K 2.36% 11
2025
Q1 		$4.63M Sell
227,320
-3,850
-2% -$77.9K 2.58% 9
2024
Q4 		$4.65M Buy
231,170
+22,190
+11% +$450K 2.52% 9
2024
Q3 		$4.3M Buy
+208,980
New +$4.25M 2.5% 10

Other funds holding BSCS

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
CP
Cornerstone Planning Charlotte, North Carolina $432M AUM
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Howard Wealth Management's BSCS Position: Q2 2026 in Review

Howard Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 5.3% in Q2 2026, buying an estimated $292K and bringing the position to 283,380 shares worth $5.77M. The position accounts for 2.13% of the portfolio, ranked #8.

Howard Wealth Management first reported a position in BSCS in Q3 2024 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Howard Wealth Management held 283,380 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $5.77M as of Q2 2026.
  • Howard Wealth Management bought 14,304 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $292K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 2.13% of Howard Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Howard Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 207 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.