KAS
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Kestra Advisory Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Kestra Advisory Services’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 		$8.88M Buy
434,858
+23,600
+6% +$485K 0.03% 508
2025
Q4 		$8.47M Buy
411,258
+313,808
+322% +$6.46M 0.03% 477
2025
Q3 		$2M Buy
97,450
+6,260
+7% +$128K 0.01% 1146
2025
Q2 		$1.87M Buy
91,190
+16,234
+22% +$330K 0.01% 1115
2025
Q1 		$1.53M Buy
74,956
+4,381
+6% +$88.7K 0.01% 1122
2024
Q4 		$1.42M Sell
70,575
-209,672
-75% -$4.25M 0.01% 1196
2024
Q3 		$5.76M Buy
280,247
+37,473
+15% +$763K 0.03% 542
2024
Q2 		$4.84M Buy
242,774
+169,399
+231% +$3.37M 0.03% 602
2024
Q1 		$1.47M Buy
73,375
+28,622
+64% +$575K 0.01% 1014
2023
Q4 		$908K Buy
+44,753
New +$878K 0.01% 1176

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return