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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

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 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. 85 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.
  • 85 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.