Laurel Wealth Advisors (North Carolina)’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$5.62M	Buy	275,727 +9,879	+4%	+$202K	0.54%	39
2026 Q1	$5.44M	Buy	265,848 +19,512	+8%	+$401K	0.54%	40
2025 Q4	$5.07M	Buy	246,336 +47,591	+24%	+$980K	0.67%	39
2025 Q3	$4.09M	Buy	198,745 +58,565	+42%	+$1.2M	0.57%	50
2025 Q2	$2.87M	Buy	140,180 +19,571	+16%	+$398K	0.43%	59
2025 Q1	$2.45M	Buy	120,609 +67,671	+128%	+$1.37M	0.38%	65
2024 Q4	$1.07M	Buy	52,938 +37,360	+240%	+$758K	0.17%	104
2024 Q3	$320K	Buy	15,578 +11,500	+282%	+$234K	0.05%	150
2024 Q2	$81.4K	Buy	4,078 +3,000	+278%	+$59.7K	0.01%	248
2024 Q1	$21.6K	Buy	+1,078	New	+$21.7K	﹤0.01%	372

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

Laurel Wealth Advisors (North Carolina)'s BSCS Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.7% in Q2 2026, buying an estimated $202K and bringing the position to 275,727 shares worth $5.62M. The position accounts for 0.54% of the portfolio, ranked #39.

Laurel Wealth Advisors (North Carolina) first reported a position in BSCS in Q1 2024 and has held it in 10 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 275,727 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $5.62M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) bought 9,879 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $202K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.54% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #39 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.