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

Larson Financial Group’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	$418K	Sell	20,501 -1,819	-8%	-$37.1K	0.01%	609
2026 Q1	$456K	Buy	22,320 +178	+0.8%	+$3.66K	0.01%	503
2025 Q4	$456K	Buy	22,142 +2,120	+11%	+$43.6K	0.02%	485
2025 Q3	$412K	Buy	20,022 +152	+0.8%	+$3.12K	0.01%	515
2025 Q2	$407K	Sell	19,870 -144	-0.7%	-$2.93K	0.02%	487
2025 Q1	$407K	Buy	20,014 +7,496	+60%	+$152K	0.02%	449
2024 Q4	$252K	Sell	12,518 -487	-4%	-$9.88K	0.01%	513
2024 Q3	$267K	Buy	13,005 +6,255	+93%	+$127K	0.02%	502
2024 Q2	$135K	Buy	+6,750	New	+$134K	0.01%	574

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

Larson Financial Group's BSCS Position: Q2 2026 in Review

Larson Financial Group reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 8.1% in Q2 2026, selling an estimated $37.1K and leaving 20,501 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #609.

Larson Financial Group first reported a position in BSCS in Q2 2024 and has held it in 9 quarters since. The position peaked at $456K in Q4 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Larson Financial Group held 20,501 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $418K as of Q2 2026.
Larson Financial Group sold 1,819 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $37.1K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #609 holding.
Larson Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $456K in Q4 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.