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MAI Capital Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

MAI Capital Management’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 		$50.3M Buy
2,471,417
+161,926
+7% +$3.31M 0.19% 104
2026
Q1 		$47.2M Buy
2,309,491
+258,584
+13% +$5.31M 0.27% 80
2025
Q4 		$42.2M Buy
2,050,907
+376,786
+23% +$7.76M 0.24% 86
2025
Q3 		$34.4M Buy
1,674,121
+104,149
+7% +$2.14M 0.21% 98
2025
Q2 		$32.2M Buy
1,569,972
+4,739
+0.3% +$96.5K 0.22% 99
2025
Q1 		$31.9M Buy
1,565,233
+237,780
+18% +$4.81M 0.24% 94
2024
Q4 		$26.7M Buy
+1,327,453
New +$26.9M 0.2% 106

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

MAI Capital Management's BSCS Position: Q2 2026 in Review

MAI Capital Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 7% in Q2 2026, buying an estimated $3.31M and bringing the position to 2,471,417 shares worth $50.3M. The position accounts for 0.19% of the portfolio, ranked #104.

MAI Capital Management first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • MAI Capital Management held 2,471,417 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $50.3M as of Q2 2026.
  • MAI Capital Management bought 161,926 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $3.31M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.19% of MAI Capital Management's portfolio in Q2 2026, its #104 holding.
  • MAI Capital Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.