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McCarthy & Cox’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

McCarthy & Cox’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
Q4 		– Sell
-211,106
Closed -$4.34M – 25
2025
Q3 		$4.34M Buy
211,106
+12,892
+7% +$265K 0.99% 17
2025
Q2 		$4.06M Buy
198,214
+12,339
+7% +$251K 1.06% 16
2025
Q1 		$3.78M Buy
+185,875
New +$3.76M 1.65% 14

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

McCarthy & Cox's BSCS Position: Q4 2025 in Review

McCarthy & Cox sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2025, closing a stake of 211,106 shares — an estimated $4.34M sold.

McCarthy & Cox first reported a position in BSCS in Q1 2025 and held it in 3 quarters. The position peaked at $4.34M in Q3 2025. 384 funds tracked by Wall St. Rank hold BSCS as of Q4 2025.

  • McCarthy & Cox reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 211,106 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2025, an estimated $4.34M.
  • McCarthy & Cox first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and held it in 3 quarters.
  • McCarthy & Cox's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $4.34M in Q3 2025.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.