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 Q2	$1.28M	Buy	63,010 +12,758	+25%	+$260K	0.31%	49
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Pinnacle Financial Group's BSCS Position: Q2 2026 in Review

Pinnacle Financial Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 25% in Q2 2026, buying an estimated $260K and bringing the position to 63,010 shares worth $1.28M. The position accounts for 0.31% of the portfolio, ranked #49.

Pinnacle Financial Group first reported a position in BSCS in Q1 2025 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Pinnacle Financial Group held 63,010 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.28M as of Q2 2026.
Pinnacle Financial Group bought 12,758 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $260K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.31% of Pinnacle Financial Group's portfolio in Q2 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 6 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.