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

Integris 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 Q3	$209K	Buy	10,402 +115	+1%	+$2.34K	0.04%	131
2026 Q2	$209K	Buy	10,287 +113	+1%	+$2.31K	0.04%	126
2026 Q1	$208K	Buy	10,174 +108	+1%	+$2.22K	0.05%	118
2025 Q4	$207K	Buy	+10,066	New	+$207K	0.05%	112

Other funds holding BSCS

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Integris Wealth Management's BSCS Position: Q3 2026 in Review

Integris Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.1% in Q3 2026, buying an estimated $2.34K and bringing the position to 10,402 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #131.

Integris Wealth Management first reported a position in BSCS in Q4 2025 and has held it in 4 quarters since. The position peaked at $209K in Q2 2026. 162 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Integris Wealth Management held 10,402 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $209K as of Q3 2026.
Integris Wealth Management bought 115 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $2.34K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.04% of Integris Wealth Management's portfolio in Q3 2026, its #131 holding.
Integris Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Integris Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $209K in Q2 2026.
162 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.