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

Mattson Financial Services’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
2025
Q1 		– Sell
-141
Closed -$2.9K – 340
2024
Q4 		$2.9K Hold
141
– – ﹤0.01% 302
2024
Q3 		$2.81K Hold
141
– – ﹤0.01% 229
2024
Q2 		$2.81K Buy
+141
New +$2.81K ﹤0.01% 229

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Mattson Financial Services's BSCS Position: Q1 2025 in Review

Mattson Financial Services sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2025, closing a stake of 141 shares — an estimated $2.9K sold.

Mattson Financial Services first reported a position in BSCS in Q2 2024 and held it in 3 quarters. The position peaked at $2.9K in Q4 2024. 316 funds tracked by Wall St. Rank hold BSCS as of Q1 2025.

  • Mattson Financial Services reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 141 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2025, an estimated $2.9K.
  • Mattson Financial Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.9K in Q4 2024.
  • 316 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.