JWCA
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J.W. Cole Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

J.W. Cole Advisors’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 		– Sell
-138,300
Closed -$2.84M – 829
2025
Q4 		$2.84M Buy
138,300
+28,537
+26% +$588K 0.07% 286
2025
Q3 		$2.26M Buy
109,763
+5,766
+6% +$118K 0.04% 407
2025
Q2 		$2.13M Buy
103,997
+4,205
+4% +$85.6K 0.05% 396
2025
Q1 		$2.03M Buy
99,792
+52,222
+110% +$1.06M 0.06% 317
2024
Q4 		$958K Buy
47,570
+25,726
+118% +$522K 0.04% 424
2024
Q3 		$449K Buy
+21,844
New +$445K 0.02% 635
2023
Q4 		– Sell
-10,225
Closed -$198K – 821
2023
Q3 		$198K Buy
+10,225
New +$201K 0.01% 684

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TA
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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 $9.79B AUM 18.41% 1-Year Est. Return