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

Opulen 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 Q3	$3.11M	Buy	154,465 +8,248	+6%	+$167K	1.91%	13
2026 Q2	$2.98M	Buy	146,217 +1,598	+1%	+$32.6K	1.87%	13
2026 Q1	$2.95M	Buy	144,619 +10,525	+8%	+$216K	2.08%	12
2025 Q4	$2.76M	Buy	134,094 +6,217	+5%	+$128K	2.01%	12
2025 Q3	$2.63M	Buy	127,877 +11,290	+10%	+$232K	1.99%	13
2025 Q2	$2.39M	Buy	116,587 +6,257	+6%	+$127K	1.96%	12
2025 Q1	$2.25M	Buy	110,330 +3,669	+3%	+$74.3K	2.04%	11
2024 Q4	$2.15M	Buy	+106,661	New	+$2.16M	1.95%	11

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

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 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

Opulen Financial Group's BSCS Position: Q3 2026 in Review

Opulen Financial Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 5.6% in Q3 2026, buying an estimated $167K and bringing the position to 154,465 shares worth $3.11M. The position accounts for 1.91% of the portfolio, ranked #13.

Opulen Financial Group first reported a position in BSCS in Q4 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Opulen Financial Group held 154,465 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.11M as of Q3 2026.
Opulen Financial Group bought 8,248 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $167K.
Invesco BulletShares 2028 Corporate Bond ETF made up 1.91% of Opulen Financial Group's portfolio in Q3 2026, its #13 holding.
Opulen Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Opulen Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.