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

Pinnacle 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 		$1.03M Buy
50,252
+23,110
+85% +$475K 0.28% 49
2025
Q4 		$559K Sell
27,142
-434
-2% -$8.94K 0.16% 61
2025
Q3 		$567K Buy
27,576
+3,489
+14% +$71.6K 0.17% 57
2025
Q2 		$494K Buy
24,087
+5,054
+27% +$103K 0.17% 55
2025
Q1 		$387K Buy
+19,033
New +$385K 0.14% 65

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
LPL Financial
LPL Financial San Diego, California $377B 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 $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

Pinnacle Financial Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 85% in Q1 2026, buying an estimated $475K and bringing the position to 50,252 shares worth $1.03M. The position accounts for 0.28% of the portfolio, ranked #49.

Pinnacle Financial Group first reported a position in BSCS in Q1 2025 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Pinnacle Financial Group held 50,252 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.03M as of Q1 2026.
  • Pinnacle Financial Group bought 23,110 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $475K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.28% of Pinnacle Financial Group's portfolio in Q1 2026, its #49 holding.
  • Pinnacle Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

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