LPL Financial
BSCS icon

LPL Financial’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

LPL Financial’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 		$164M Buy
8,069,411
+416,628
+5% +$8.5M 0.04% 458
2026
Q1 		$156M Buy
7,652,783
+368,878
+5% +$7.58M 0.04% 419
2025
Q4 		$150M Buy
7,283,905
+1,995,326
+38% +$41.1M 0.04% 414
2025
Q3 		$109M Buy
5,288,579
+505,159
+11% +$10.4M 0.03% 488
2025
Q2 		$98M Buy
4,783,420
+108,459
+2% +$2.21M 0.03% 486
2025
Q1 		$95.1M Buy
4,674,961
+343,230
+8% +$6.95M 0.04% 441
2024
Q4 		$87.2M Sell
4,331,731
-263,518
-6% -$5.35M 0.04% 446
2024
Q3 		$94.5M Buy
4,595,249
+1,643,265
+56% +$33.5M 0.04% 391
2024
Q2 		$58.9M Buy
2,951,984
+503,858
+21% +$10M 0.03% 506
2024
Q1 		$49.1M Buy
2,448,126
+892,431
+57% +$17.9M 0.03% 557
2023
Q4 		$31.5M Buy
1,555,695
+831,589
+115% +$16.3M 0.02% 676
2023
Q3 		$14M Buy
724,106
+193,434
+36% +$3.8M 0.01% 970
2023
Q2 		$10.5M Buy
530,672
+215,075
+68% +$4.29M 0.01% 1109
2023
Q1 		$6.33M Buy
315,597
+46,305
+17% +$921K ﹤0.01% 1369
2022
Q4 		$5.28M Buy
269,292
+153,981
+134% +$2.99M ﹤0.01% 1416
2022
Q3 		$2.21M Buy
115,311
+75,699
+191% +$1.52M ﹤0.01% 1909
2022
Q2 		$791K Buy
39,612
+23,863
+152% +$485K ﹤0.01% 2788
2022
Q1 		$332K Buy
15,749
+1,566
+11% +$34.1K ﹤0.01% 3508
2021
Q4 		$322K Sell
14,183
-282
-2% -$6.42K ﹤0.01% 3633
2021
Q3 		$332K Sell
14,465
-13,942
-49% -$323K ﹤0.01% 3572
2021
Q2 		$656K Buy
28,407
+1,625
+6% +$37.2K ﹤0.01% 2923
2021
Q1 		$604K Buy
26,782
+3,824
+17% +$88.3K ﹤0.01% 2859
2020
Q4 		$542K Sell
22,958
-875
-4% -$20.4K ﹤0.01% 2675
2020
Q3 		$551K Buy
23,833
+2,441
+11% +$56.8K ﹤0.01% 2378
2020
Q2 		$491K Buy
21,392
+10,408
+95% +$230K ﹤0.01% 2401
2020
Q1 		$227K Buy
+10,984
New +$240K ﹤0.01% 2717

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

LPL Financial's BSCS Position: Q2 2026 in Review

LPL Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 5.4% in Q2 2026, buying an estimated $8.5M and bringing the position to 8,069,411 shares worth $164M. The position accounts for 0.04% of the portfolio, ranked #458.

LPL Financial first reported a position in BSCS in Q1 2020 and has held it in 26 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • LPL Financial held 8,069,411 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $164M as of Q2 2026.
  • LPL Financial bought 416,628 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $8.5M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #458 holding.
  • LPL Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.