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

Meridian Financial Partners’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	$722K	Sell	35,395 -713	-2%	-$14.6K	0.25%	67
2026 Q1	$738K	Buy	+36,108	New	+$742K	0.28%	67
2024 Q4	–	Sell	-23,170	Closed	-$476K	–	103
2024 Q3	$476K	Buy	+23,170	New	+$472K	0.24%	65

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

Meridian Financial Partners's BSCS Position: Q2 2026 in Review

Meridian Financial Partners reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 2% in Q2 2026, selling an estimated $14.6K and leaving 35,395 shares worth $722K. The position accounts for 0.25% of the portfolio, ranked #67.

Meridian Financial Partners first reported a position in BSCS in Q3 2024 and has held it in 3 quarters since. The position peaked at $738K in Q1 2026. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Meridian Financial Partners held 35,395 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $722K as of Q2 2026.
Meridian Financial Partners sold 713 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $14.6K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.25% of Meridian Financial Partners's portfolio in Q2 2026, its #67 holding.
Meridian Financial Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
Meridian Financial Partners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $738K in Q1 2026.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.