Marietta Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Marietta Wealth 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	$7.77M	Buy	381,772 +17,693	+5%	+$361K	0.8%	53
2026 Q1	$7.44M	Buy	364,079 +18,792	+5%	+$386K	0.88%	50
2025 Q4	$7.11M	Buy	345,287 +20,040	+6%	+$413K	0.82%	51
2025 Q3	$6.69M	Buy	325,247 +14,846	+5%	+$305K	0.82%	53
2025 Q2	$6.36M	Buy	310,401 +2,866	+0.9%	+$58.3K	0.83%	53
2025 Q1	$6.26M	Buy	307,535 +11,385	+4%	+$230K	0.92%	47
2024 Q4	$5.96M	Buy	296,150 +4,305	+1%	+$87.3K	0.86%	48
2024 Q3	$6M	Buy	291,845 +4,233	+1%	+$86.2K	0.87%	48
2024 Q2	$5.74M	Buy	287,612 +1,933	+0.7%	+$38.5K	0.89%	48
2024 Q1	$5.73M	Buy	285,679 +21,939	+8%	+$441K	0.95%	48
2023 Q4	$5.35M	Sell	263,740 -2,222	-0.8%	-$43.6K	0.95%	43
2023 Q3	$5.15M	Sell	265,962 -4,486	-2%	-$88.1K	1.02%	43
2023 Q2	$5.34M	Buy	270,448 +11,068	+4%	+$221K	1.01%	47
2023 Q1	$5.21M	Buy	259,380 +15,157	+6%	+$301K	1.11%	44
2022 Q4	$4.79M	Buy	+244,223	New	+$4.75M	1.08%	45

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Marietta Wealth Management's BSCS Position: Q2 2026 in Review

Marietta Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 4.9% in Q2 2026, buying an estimated $361K and bringing the position to 381,772 shares worth $7.77M. The position accounts for 0.8% of the portfolio, ranked #53.

Marietta Wealth Management first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Marietta Wealth Management held 381,772 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $7.77M as of Q2 2026.
Marietta Wealth Management bought 17,693 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $361K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.8% of Marietta Wealth Management's portfolio in Q2 2026, its #53 holding.
Marietta Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.