IAA
BSCS icon

Independent Advisor Alliance’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Independent Advisor Alliance’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 		$10.7M Buy
+526,149
New +$10.8M 0.12% 157
2025
Q1 		– Sell
-741,404
Closed -$14.9M – 856
2024
Q4 		$14.9M Buy
+741,404
New +$15M 0.2% 108

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Independent Advisor Alliance's BSCS Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2026: 526,149 shares worth $10.7M. The stake represents 0.12% of the portfolio and ranks #157 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BSCS as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BSCS in Q4 2024 and has held it in 2 quarters since. The position peaked at $14.9M in Q4 2024. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Independent Advisor Alliance held 526,149 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $10.7M as of Q1 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.12% of Independent Advisor Alliance's portfolio in Q1 2026, its #157 holding.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $14.9M in Q4 2024.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.