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

JPL 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 Q2	$1.52M	Buy	74,858 +2,597	+4%	+$53K	0.3%	72
2026 Q1	$1.48M	Buy	72,261 +1,805	+3%	+$37.1K	0.34%	73
2025 Q4	$1.45M	Buy	70,456 +10,268	+17%	+$211K	0.35%	74
2025 Q3	$1.24M	Buy	60,188 +6,875	+13%	+$141K	0.29%	78
2025 Q2	$1.09M	Buy	53,313 +11,363	+27%	+$231K	0.29%	77
2025 Q1	$854K	Buy	41,950 +10,701	+34%	+$217K	0.24%	78
2024 Q4	$629K	Buy	+31,249	New	+$634K	0.18%	87

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

JPL Wealth Management's BSCS Position: Q2 2026 in Review

JPL Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.6% in Q2 2026, buying an estimated $53K and bringing the position to 74,858 shares worth $1.52M. The position accounts for 0.3% of the portfolio, ranked #72.

JPL Wealth Management first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

JPL Wealth Management held 74,858 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.52M as of Q2 2026.
JPL Wealth Management bought 2,597 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $53K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.3% of JPL Wealth Management's portfolio in Q2 2026, its #72 holding.
JPL Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.