LF
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
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

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Lantz Financial's BSCS Position: Q2 2026 in Review

Lantz Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.03% in Q2 2026, buying an estimated $878 and bringing the position to 139,777 shares worth $2.85M. The position accounts for 0.52% of the portfolio, ranked #46.

Lantz Financial first reported a position in BSCS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.86M in Q4 2025. 111 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Lantz Financial held 139,777 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.85M as of Q2 2026.
  • Lantz Financial bought 43 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $878.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.52% of Lantz Financial's portfolio in Q2 2026, its #46 holding.
  • Lantz Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Lantz Financial's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.86M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.