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Monterey Private Wealth’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Monterey Private Wealth’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 		$575K Buy
28,240
+309
+1% +$6.25K 0.17% 58
2024
Q4 		$562K Buy
27,931
+2,878
+11% +$58.4K 0.19% 57
2024
Q3 		$515K Buy
+25,053
New +$510K 0.18% 58

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

Monterey Private Wealth's BSCS Position: Q1 2025 in Review

Monterey Private Wealth increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.1% in Q1 2025, buying an estimated $6.25K and bringing the position to 28,240 shares worth $575K. The position accounts for 0.17% of the portfolio, ranked #58.

Monterey Private Wealth first reported a position in BSCS in Q3 2024 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold BSCS as of Q1 2025.

  • Monterey Private Wealth held 28,240 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $575K as of Q1 2025.
  • Monterey Private Wealth bought 309 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2025, an estimated $6.25K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.17% of Monterey Private Wealth's portfolio in Q1 2025, its #58 holding.
  • Monterey Private Wealth first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.