Parisi Gray Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Parisi Gray Wealth Management’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 Q2	$6.64M	Buy	325,874 +1,064	+0.3%	+$21.7K	1.36%	19
2026 Q1	$6.63M	Buy	324,810 +79,065	+32%	+$1.63M	1.58%	16
2025 Q4	$5.06M	Buy	245,745 +135,948	+124%	+$2.8M	1.15%	25
2025 Q3	$2.26M	Buy	109,797 +1,805	+2%	+$37K	0.59%	34
2025 Q2	$2.21M	Sell	107,992 -3,330	-3%	-$67.8K	0.63%	35
2025 Q1	$2.27M	Sell	111,322 -1,605	-1%	-$32.5K	0.74%	30
2024 Q4	$2.27M	Buy	112,927 +8,583	+8%	+$174K	0.72%	31
2024 Q3	$2.15M	Buy	+104,344	New	+$2.12M	0.71%	31

Other funds holding BSCS

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return