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 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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

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.