Insight Wealth Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Insight Wealth Partners’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	$915K	Buy	44,927 +1,663	+4%	+$33.9K	0.12%	64
2026 Q1	$884K	Sell	43,264 -749	-2%	-$15.4K	0.12%	63
2025 Q4	$907K	Sell	44,013 -1,223	-3%	-$25.2K	0.12%	58
2025 Q3	$931K	Sell	45,236 -593	-1%	-$12.2K	0.28%	51
2025 Q2	$939K	Buy	45,829 +1,974	+5%	+$40.2K	0.36%	45
2025 Q1	$892K	Buy	43,855 +5,706	+15%	+$115K	0.15%	45
2024 Q4	$768K	Buy	38,149 +5,316	+16%	+$108K	0.11%	51
2024 Q3	$675K	Hold	32,833	–	–	0.13%	59
2024 Q2	$655K	Sell	32,833 -245	-0.7%	-$4.88K	0.11%	54
2024 Q1	$664K	Sell	33,078 -1,357	-4%	-$27.3K	0.11%	50
2023 Q4	$698K	Sell	34,435 -2,370	-6%	-$46.5K	0.12%	47
2023 Q3	$713K	Sell	36,805 -147	-0.4%	-$2.88K	0.14%	42
2023 Q2	$730K	Buy	+36,952	New	+$738K	0.17%	41

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

Insight Wealth Partners's BSCS Position: Q2 2026 in Review

Insight Wealth Partners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.8% in Q2 2026, buying an estimated $33.9K and bringing the position to 44,927 shares worth $915K. The position accounts for 0.12% of the portfolio, ranked #64.

Insight Wealth Partners first reported a position in BSCS in Q2 2023 and has held it in 13 quarters since. The position peaked at $939K in Q2 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Insight Wealth Partners held 44,927 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $915K as of Q2 2026.
Insight Wealth Partners bought 1,663 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $33.9K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.12% of Insight Wealth Partners's portfolio in Q2 2026, its #64 holding.
Insight Wealth Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Insight Wealth Partners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $939K in Q2 2025.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.