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Leo Wealth LLC’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Leo Wealth LLC’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
Q1 		$520K Buy
25,463
+769
+3% +$15.8K 0.04% 259
2025
Q4 		$509K Buy
+24,694
New +$508K 0.04% 261
2025
Q3 		– Sell
-14,178
Closed -$291K – 299
2025
Q2 		$291K Buy
+14,178
New +$289K 0.02% 318
2025
Q1 		– Sell
-15,571
Closed -$313K – 280
2024
Q4 		$313K Buy
+15,571
New +$316K 0.03% 283

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Leo Wealth LLC's BSCS Position: Q1 2026 in Review

Leo Wealth LLC increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.1% in Q1 2026, buying an estimated $15.8K and bringing the position to 25,463 shares worth $520K. The position accounts for 0.04% of the portfolio, ranked #259.

Leo Wealth LLC first reported a position in BSCS in Q4 2024 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Leo Wealth LLC held 25,463 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $520K as of Q1 2026.
  • Leo Wealth LLC bought 769 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $15.8K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.04% of Leo Wealth LLC's portfolio in Q1 2026, its #259 holding.
  • Leo Wealth LLC first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.