P
BSCS icon

&Partners’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

&Partners’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 		$16.9M Buy
826,489
+10,116
+1% +$208K 0.08% 222
2025
Q4 		$16.8M Buy
816,373
+99,232
+14% +$2.04M 0.09% 203
2025
Q3 		$14.8M Buy
717,141
+493,054
+220% +$10.1M 0.09% 203
2025
Q2 		$4.59M Buy
224,087
+102,636
+85% +$2.09M 0.04% 385
2025
Q1 		$2.46M Buy
121,451
+5,406
+5% +$109K 0.03% 469
2024
Q4 		$2.34M Buy
116,045
+92,190
+386% +$1.87M 0.03% 447
2024
Q3 		$490K Buy
23,855
+265
+1% +$5.39K 0.01% 882
2024
Q2 		$471K Buy
+23,590
New +$470K 0.02% 567

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return