Net Worth Advisory Group
BSCS icon

Net Worth Advisory Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Net Worth Advisory 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 		$491K Buy
24,343
+1,401
+6% +$28.4K 0.12% 177
2026
Q2 		$467K Sell
22,942
-24,431
-52% -$499K 0.12% 189
2026
Q1 		$967K Buy
47,373
+1,897
+4% +$39K 0.2% 99
2025
Q4 		$937K Buy
45,476
+26,610
+141% +$548K 0.19% 98
2025
Q3 		$388K Sell
18,866
-17,817
-49% -$366K 0.11% 201
2025
Q2 		$752K Buy
36,683
+21,309
+139% +$434K 0.17% 121
2025
Q1 		$313K Buy
15,374
+3,313
+27% +$67.1K 0.1% 238
2024
Q4 		$243K Buy
12,061
+490
+4% +$9.9K 0.07% 305
2024
Q3 		$238K Buy
+11,571
New +$236K 0.07% 332

Other funds holding BSCS

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Straight Path Wealth Management
Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Sound Stewardship
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Net Worth Advisory Group's BSCS Position: Q3 2026 in Review

Net Worth Advisory Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 6.1% in Q3 2026, buying an estimated $28.4K and bringing the position to 24,343 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #177.

Net Worth Advisory Group first reported a position in BSCS in Q3 2024 and has held it in 9 quarters since. The position peaked at $967K in Q1 2026. 124 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Net Worth Advisory Group held 24,343 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $491K as of Q3 2026.
  • Net Worth Advisory Group bought 1,401 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $28.4K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.12% of Net Worth Advisory Group's portfolio in Q3 2026, its #177 holding.
  • Net Worth Advisory Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $967K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.