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Integrated Wealth Concepts’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Integrated Wealth Concepts’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 		$4.45M Buy
218,578
+628
+0.3% +$12.8K 0.03% 529
2026
Q1 		$4.45M Buy
217,950
+37,957
+21% +$780K 0.04% 459
2025
Q4 		$3.71M Sell
179,993
-15,655
-8% -$322K 0.04% 364
2025
Q3 		$4.02M Buy
195,648
+4,357
+2% +$89.4K 0.04% 436
2025
Q2 		$3.92M Sell
191,291
-22,277
-10% -$454K 0.04% 396
2025
Q1 		$4.35M Buy
213,568
+39,969
+23% +$809K 0.05% 352
2024
Q4 		$3.49M Buy
173,599
+23,549
+16% +$478K 0.04% 381
2024
Q3 		$3.09M Sell
150,050
-6,074
-4% -$124K 0.04% 418
2024
Q2 		$3.11M Sell
156,124
-2,845
-2% -$56.6K 0.04% 375
2024
Q1 		$3.19M Buy
158,969
+9,444
+6% +$190K 0.05% 375
2023
Q4 		$3.03M Sell
149,525
-14,120
-9% -$277K 0.05% 346
2023
Q3 		$3.17M Sell
163,645
-3,765
-2% -$73.9K 0.06% 312
2023
Q2 		$3.31M Buy
+167,410
New +$3.34M 0.06% 310

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Integrated Wealth Concepts's BSCS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.29% in Q2 2026, buying an estimated $12.8K and bringing the position to 218,578 shares worth $4.45M. The position accounts for 0.03% of the portfolio, ranked #529.

Integrated Wealth Concepts first reported a position in BSCS in Q2 2023 and has held it in 13 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Integrated Wealth Concepts held 218,578 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $4.45M as of Q2 2026.
  • Integrated Wealth Concepts bought 628 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $12.8K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #529 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.