Ledgewood Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Ledgewood Wealth Advisors’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	$9.17M	Buy	450,040 +14,936	+3%	+$305K	4.87%	7
2026 Q1	$8.89M	Buy	435,104 +4,090	+0.9%	+$84.1K	5%	7
2025 Q4	$8.88M	Buy	431,014 +29,468	+7%	+$607K	5.11%	7
2025 Q3	$8.26M	Sell	401,546 -436	-0.1%	-$8.95K	4.89%	7
2025 Q2	$8.24M	Buy	401,982 +49,161	+14%	+$1M	5.19%	7
2025 Q1	$7.18M	Buy	352,821 +2,183	+0.6%	+$44.2K	4.63%	7
2024 Q4	$7.06M	Buy	350,638 +5,016	+1%	+$102K	4.56%	7
2024 Q3	$7.11M	Buy	345,622 +34,095	+11%	+$694K	4.79%	6
2024 Q2	$6.21M	Buy	311,527 +35,198	+13%	+$701K	5.36%	6
2024 Q1	$5.55M	Buy	276,329 +7,536	+3%	+$151K	5.15%	6
2023 Q4	$5.45M	Buy	+268,793	New	+$5.27M	5.03%	6

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

Ledgewood Wealth Advisors's BSCS Position: Q2 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.4% in Q2 2026, buying an estimated $305K and bringing the position to 450,040 shares worth $9.17M. The position accounts for 4.87% of the portfolio, ranked #7.

Ledgewood Wealth Advisors first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Ledgewood Wealth Advisors held 450,040 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $9.17M as of Q2 2026.
Ledgewood Wealth Advisors bought 14,936 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $305K.
Invesco BulletShares 2028 Corporate Bond ETF made up 4.87% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Ledgewood Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.