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

Newbridge Financial Services 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
2025 Q4	–	Sell	-26	Closed	-$535	–	1224
2025 Q3	$535	Hold	26	–	–	﹤0.01%	1223
2025 Q2	$533	Hold	26	–	–	﹤0.01%	1237
2025 Q1	$529	Hold	26	–	–	﹤0.01%	972
2024 Q4	$523	Sell	26 -14,300	-100%	-$290K	﹤0.01%	1058
2024 Q3	$295K	Hold	14,326	–	–	0.1%	124
2024 Q2	$286K	Hold	14,326	–	–	0.11%	136
2024 Q1	$288K	Sell	14,326 -145	-1%	-$2.91K	0.13%	142
2023 Q4	$293K	Hold	14,471	–	–	0.14%	144
2023 Q3	$280K	Sell	14,471 -1,500	-9%	-$29.4K	0.14%	144
2023 Q2	$315K	Buy	15,971 +145	+0.9%	+$2.9K	0.15%	135
2023 Q1	$318K	Hold	15,826	–	–	0.17%	131
2022 Q4	$310K	Hold	15,826	–	–	0.18%	121
2022 Q3	$303K	Hold	15,826	–	–	0.18%	123
2022 Q2	$316K	Hold	15,826	–	–	0.2%	109
2022 Q1	$334K	Hold	15,826	–	–	0.16%	126
2021 Q4	$359K	Hold	15,826	–	–	0.17%	125
2021 Q3	$363K	Buy	+15,826	New	+$367K	0.23%	102

Other funds holding BSCS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Newbridge Financial Services Group's BSCS Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q4 2025, closing a stake of 26 shares — an estimated $535 sold.

Newbridge Financial Services Group first reported a position in BSCS in Q3 2021 and held it in 17 quarters. The position peaked at $363K in Q3 2021. 384 funds tracked by Wall St. Rank hold BSCS as of Q4 2025.

Newbridge Financial Services Group reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 26 Invesco BulletShares 2028 Corporate Bond ETF shares in Q4 2025, an estimated $535.
Newbridge Financial Services Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2021 and held it in 17 quarters.
Newbridge Financial Services Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $363K in Q3 2021.
384 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.