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

Northeast 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 Q1	$269K	Buy	+13,170	New	+$271K	0.07%	73

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Northeast Financial Group's BSCS Position: Q1 2026 in Review

Northeast Financial Group opened a new position in Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2026: 13,170 shares worth $269K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings.

390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Northeast Financial Group held 13,170 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $269K as of Q1 2026.
Invesco BulletShares 2028 Corporate Bond ETF was a new Northeast Financial Group position in Q1 2026.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.07% of Northeast Financial Group's portfolio in Q1 2026, its #73 holding.
390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.