McCarley & Cook Financial Planners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

McCarley & Cook Financial Planners’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	$162K	Buy	8,033 +60	+0.8%	+$1.22K	0.12%	57
2026 Q2	$162K	Buy	7,973 +59	+0.7%	+$1.2K	0.13%	58
2026 Q1	$162K	Buy	7,914 +56	+0.7%	+$1.15K	0.14%	56
2025 Q4	$162K	Buy	+7,858	New	+$162K	0.15%	54

Other funds holding BSCS

TLWM Financial San Antonio, Texas $628M AUM 12.21% 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

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

McCarley & Cook Financial Planners's BSCS Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.75% in Q3 2026, buying an estimated $1.22K and bringing the position to 8,033 shares worth $162K. The position accounts for 0.12% of the portfolio, ranked #57.

McCarley & Cook Financial Planners first reported a position in BSCS in Q4 2025 and has held it in 4 quarters since. The position peaked at $162K in Q2 2026. 121 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

McCarley & Cook Financial Planners held 8,033 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $162K as of Q3 2026.
McCarley & Cook Financial Planners bought 60 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $1.22K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.12% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #57 holding.
McCarley & Cook Financial Planners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $162K in Q2 2026.
121 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.