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Milestones Private Investment Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Milestones Private Investment Advisors’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 		$2.56M Sell
125,646
-926
-0.7% -$18.9K 2.04% 11
2026
Q1 		$2.58M Sell
126,572
-2,631
-2% -$54.1K 2.28% 15
2025
Q4 		$2.66M Buy
129,203
+5,790
+5% +$119K 1.83% 17
2025
Q3 		$2.54M Buy
123,413
+8,117
+7% +$167K 1.73% 19
2025
Q2 		$2.36M Buy
+115,296
New +$2.35M 1.75% 17

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

Milestones Private Investment Advisors's BSCS Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.73% in Q2 2026, selling an estimated $18.9K and leaving 125,646 shares worth $2.56M. The position accounts for 2.04% of the portfolio, ranked #11.

Milestones Private Investment Advisors first reported a position in BSCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.66M in Q4 2025. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Milestones Private Investment Advisors held 125,646 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.56M as of Q2 2026.
  • Milestones Private Investment Advisors sold 926 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $18.9K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 2.04% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Milestones Private Investment Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.66M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.