NFG
BSCS icon

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
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

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

Nations Financial Group's BSCS Position: Q2 2026 in Review

Nations Financial Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.04% in Q2 2026, buying an estimated $204 and bringing the position to 26,517 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #524.

Nations Financial Group first reported a position in BSCS in Q2 2021 and has held it in 21 quarters since. The position peaked at $541K in Q1 2026. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Nations Financial Group held 26,517 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $540K as of Q2 2026.
  • Nations Financial Group bought 10 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $204.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #524 holding.
  • Nations Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Nations Financial Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $541K in Q1 2026.
  • 399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.