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Optimum Investment Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Optimum Investment Advisors’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
Q3 		$74.1K Buy
3,600
+700
+24% +$14.4K 0.03% 297
2025
Q2 		$59.4K Buy
+2,900
New +$59K 0.03% 320

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's BSCS Position: Q3 2025 in Review

Optimum Investment Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 24% in Q3 2025, buying an estimated $14.4K and bringing the position to 3,600 shares worth $74.1K. The position accounts for 0.03% of the portfolio, ranked #297.

Optimum Investment Advisors first reported a position in BSCS in Q2 2025 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold BSCS as of Q3 2025.

  • Optimum Investment Advisors held 3,600 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $74.1K as of Q3 2025.
  • Optimum Investment Advisors bought 700 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2025, an estimated $14.4K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #297 holding.
  • Optimum Investment Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.