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Leavell Investment Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Leavell Investment Management’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 		$826K Hold
40,583
– – 0.03% 352
2026
Q1 		$829K Buy
40,583
+826
+2% +$17K 0.03% 331
2025
Q4 		$819K Sell
39,757
-2,431
-6% -$50.1K 0.03% 325
2025
Q3 		$868K Sell
42,188
-2,261
-5% -$46.4K 0.04% 319
2025
Q2 		$911K Sell
44,449
-5,540
-11% -$113K 0.04% 313
2025
Q1 		$1.02M Sell
49,989
-575
-1% -$11.6K 0.05% 284
2024
Q4 		$1.02M Buy
50,564
+394
+0.8% +$7.99K 0.05% 278
2024
Q3 		$1.03M Buy
50,170
+11,160
+29% +$227K 0.05% 287
2024
Q2 		$778K Buy
39,010
+3,775
+11% +$75.2K 0.04% 301
2024
Q1 		$707K Buy
35,235
+20,710
+143% +$416K 0.04% 307
2023
Q4 		$295K Buy
+14,525
New +$285K 0.02% 404

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Leavell Investment Management's BSCS Position: Q2 2026 in Review

Leavell Investment Management held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 40,583 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #352.

Leavell Investment Management first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q3 2024. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Leavell Investment Management held 40,583 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $826K as of Q2 2026.
  • Leavell Investment Management left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.03% of Leavell Investment Management's portfolio in Q2 2026, its #352 holding.
  • Leavell Investment Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Leavell Investment Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.03M in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.