Independent Financial Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Independent Financial Group’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	$730K	Sell	35,870 -6,548	-15%	-$134K	0.01%	820
2026 Q1	$866K	Buy	42,418 +516	+1%	+$10.6K	0.02%	678
2025 Q4	$863K	Buy	41,902 +24,057	+135%	+$495K	0.02%	677
2025 Q3	$367K	Sell	17,845 -1,725	-9%	-$35.4K	0.01%	987
2025 Q2	$401K	Buy	19,570 +895	+5%	+$18.2K	0.01%	882
2025 Q1	$380K	Buy	18,675 +1,439	+8%	+$29.1K	0.01%	821
2024 Q4	$347K	Buy	17,236 +1,205	+8%	+$24.4K	0.01%	845
2024 Q3	$330K	Buy	16,031 +3,056	+24%	+$62.2K	0.01%	836
2024 Q2	$259K	Buy	12,975 +233	+2%	+$4.64K	0.01%	901
2024 Q1	$256K	Buy	12,742 +1,742	+16%	+$35K	0.01%	854
2023 Q4	$223K	Buy	+11,000	New	+$216K	0.01%	849

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Independent Financial Group's BSCS Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 15% in Q2 2026, selling an estimated $134K and leaving 35,870 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #820.

Independent Financial Group first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $866K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Independent Financial Group held 35,870 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $730K as of Q2 2026.
Independent Financial Group sold 6,548 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $134K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #820 holding.
Independent Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $866K in Q1 2026.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.