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Meriwether Wealth & Planning’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Meriwether Wealth & Planning’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 		$7.05M Buy
345,990
+328,292
+1,855% +$6.7M 3.49% 8
2026
Q1 		$361K Buy
+17,698
New +$364K 0.2% 77

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

Meriwether Wealth & Planning's BSCS Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1,855% in Q2 2026, buying an estimated $6.7M and bringing the position to 345,990 shares worth $7.05M. The position accounts for 3.49% of the portfolio, ranked #8.

Meriwether Wealth & Planning first reported a position in BSCS in Q1 2026 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Meriwether Wealth & Planning held 345,990 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $7.05M as of Q2 2026.
  • Meriwether Wealth & Planning bought 328,292 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $6.7M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 3.49% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #8 holding.
  • Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.