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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$9.13M Buy
453,633
+3,593
+0.8% +$73K 5.03% 7
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

Ledgewood Wealth Advisors's BSCS Position: Q3 2026 in Review

Ledgewood Wealth Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.8% in Q3 2026, buying an estimated $73K and bringing the position to 453,633 shares worth $9.13M. The position accounts for 5.03% of the portfolio, ranked #7.

Ledgewood Wealth Advisors first reported a position in BSCS in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.17M in Q2 2026. 124 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Ledgewood Wealth Advisors held 453,633 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $9.13M as of Q3 2026.
  • Ledgewood Wealth Advisors bought 3,593 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $73K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 5.03% of Ledgewood Wealth Advisors's portfolio in Q3 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 12 quarters since.
  • Ledgewood Wealth Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $9.17M in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.