MFWM
BSCS icon

Motley Fool Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Motley Fool Wealth Management’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
-234,407
Closed -$4.82M – 131
2025
Q3 		$4.82M Sell
234,407
-986,786
-81% -$20.3M 0.33% 94
2025
Q2 		$25M Sell
1,221,193
-389,151
-24% -$7.92M 1.51% 17
2025
Q1 		$32.8M Buy
1,610,344
+893,519
+125% +$18.1M 1.94% 10
2024
Q4 		$14.4M Sell
716,825
-361,382
-34% -$7.33M 0.74% 41
2024
Q3 		$22.2M Sell
1,078,207
-47,630
-4% -$970K 1.11% 24
2024
Q2 		$22.5M Buy
1,125,837
+21,126
+2% +$421K 1.15% 21
2024
Q1 		$22.2M Buy
1,104,711
+44,038
+4% +$885K 1.15% 22
2023
Q4 		$21.5M Buy
1,060,673
+21,652
+2% +$425K 1.13% 22
2023
Q3 		$20.1M Buy
1,039,021
+37,587
+4% +$738K 1.16% 24
2023
Q2 		$19.8M Buy
1,001,434
+28,834
+3% +$576K 1.17% 25
2023
Q1 		$19.5M Sell
972,600
-264,045
-21% -$5.25M 1.22% 23
2022
Q4 		$24.3M Sell
1,236,645
-80,915
-6% -$1.57M 1.68% 16
2022
Q3 		$25.2M Sell
1,317,560
-52,084
-4% -$1.04M 1.65% 19
2022
Q2 		$27.3M Sell
1,369,644
-76,875
-5% -$1.56M 1.72% 18
2022
Q1 		$30.5M Sell
1,446,519
-47,979
-3% -$1.05M 1.46% 19
2021
Q4 		$33.9M Sell
1,494,498
-1,602
-0.1% -$36.5K 1.48% 18
2021
Q3 		$34.3M Buy
1,496,100
+72,097
+5% +$1.67M 1.49% 15
2021
Q2 		$32.9M Buy
1,424,003
+185,844
+15% +$4.25M 1.38% 17
2021
Q1 		$27.9M Buy
1,238,159
+38,302
+3% +$884K 1.26% 21
2020
Q4 		$28.3M Buy
1,199,857
+412,248
+52% +$9.61M 1.26% 16
2020
Q3 		$18.2M Buy
787,609
+31,455
+4% +$731K 0.95% 34
2020
Q2 		$17.3M Sell
756,154
-16,839
-2% -$372K 0.99% 33
2020
Q1 		$16M Sell
772,993
-49,230
-6% -$1.08M 1.15% 27
2019
Q4 		$18.1M Buy
+822,223
New +$18.1M 1.09% 31

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

Motley Fool Wealth Management's BSCS Position: Q4 2025 in Review

Motley Fool Wealth Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2025, closing a stake of 234,407 shares — an estimated $4.82M sold.

Motley Fool Wealth Management first reported a position in BSCS in Q4 2019 and held it in 24 quarters. The position peaked at $34.3M in Q3 2021. 384 funds tracked by Wall St. Rank hold BSCS as of Q4 2025.

  • Motley Fool Wealth Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Motley Fool Wealth Management sold 234,407 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2025, an estimated $4.82M.
  • Motley Fool Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2019 and held it in 24 quarters.
  • Motley Fool Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $34.3M in Q3 2021.
  • 384 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2025.

Based on Motley Fool Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.