Lantz Financial
BSCS icon

Lantz Financial’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Lantz Financial’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 		$2.91M Buy
144,535
+4,758
+3% +$96.6K 0.53% 42
2026
Q2 		$2.85M Buy
139,777
+43
+0% +$878 0.52% 46
2026
Q1 		$2.85M Buy
139,734
+1,051
+0.8% +$21.6K 0.59% 43
2025
Q4 		$2.86M Buy
+138,683
New +$2.86M 0.6% 36

Other funds holding BSCS

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Lantz Financial's BSCS Position: Q3 2026 in Review

Lantz Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.4% in Q3 2026, buying an estimated $96.6K and bringing the position to 144,535 shares worth $2.91M. The position accounts for 0.53% of the portfolio, ranked #42.

Lantz Financial first reported a position in BSCS in Q4 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Lantz Financial held 144,535 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.91M as of Q3 2026.
  • Lantz Financial bought 4,758 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $96.6K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.53% of Lantz Financial's portfolio in Q3 2026, its #42 holding.
  • Lantz Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.