Nations Financial Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Nations Financial Group’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 Q3	$559K	Buy	27,778 +1,261	+5%	+$25.6K	0.03%	523
2026 Q2	$540K	Buy	26,517 +10	+0%	+$204	0.03%	524
2026 Q1	$541K	Buy	26,507 +792	+3%	+$16.3K	0.03%	519
2025 Q4	$530K	Buy	25,715 +510	+2%	+$10.5K	0.03%	507
2025 Q3	$518K	Buy	25,205 +11	+0%	+$226	0.03%	478
2025 Q2	$516K	Sell	25,194 -517	-2%	-$10.5K	0.04%	445
2025 Q1	$523K	Buy	25,711 +2,243	+10%	+$45.4K	0.04%	415
2024 Q4	$472K	Buy	23,468 +997	+4%	+$20.2K	0.03%	445
2024 Q3	$462K	Buy	22,471 +22	+0.1%	+$448	0.03%	463
2024 Q2	$448K	Buy	22,449 +1,033	+5%	+$20.6K	0.04%	439
2024 Q1	$430K	Buy	21,416 +518	+2%	+$10.4K	0.04%	451
2023 Q4	$424K	Buy	20,898 +2,249	+12%	+$44.1K	0.04%	426
2023 Q3	$361K	Hold	18,649	–	–	0.04%	453
2023 Q2	$368K	Buy	18,649 +995	+6%	+$19.9K	0.04%	447
2023 Q1	$354K	Hold	17,654	–	–	0.04%	448
2022 Q4	$346K	Hold	17,654	–	–	0.04%	437
2022 Q3	$338K	Hold	17,654	–	–	0.05%	377
2022 Q2	$352K	Hold	17,654	–	–	0.05%	374
2022 Q1	$372K	Hold	17,654	–	–	0.04%	374
2021 Q4	$401K	Hold	17,654	–	–	0.05%	330
2021 Q3	$405K	Buy	17,654 +7,500	+74%	+$174K	0.06%	304
2021 Q2	$234K	Buy	+10,154	New	+$232K	0.04%	367

Other funds holding BSCS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Nations Financial Group's BSCS Position: Q3 2026 in Review

Nations Financial Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 4.8% in Q3 2026, buying an estimated $25.6K and bringing the position to 27,778 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #523.

Nations Financial Group first reported a position in BSCS in Q2 2021 and has held it in 22 quarters since. 240 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Nations Financial Group held 27,778 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $559K as of Q3 2026.
Nations Financial Group bought 1,261 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $25.6K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.03% of Nations Financial Group's portfolio in Q3 2026, its #523 holding.
Nations Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2021 and has held it in 22 quarters since.
240 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.