Prevail Innovative Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Prevail Innovative Wealth Advisors’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	$308K	Sell	15,075 -1,458	-9%	-$30K	0.05%	150
2025 Q4	$341K	Buy	16,533 +3,961	+32%	+$81.6K	0.06%	167
2025 Q3	$259K	Buy	+12,572	New	+$258K	0.05%	185

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BSCS Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 8.8% in Q1 2026, selling an estimated $30K and leaving 15,075 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #150.

Prevail Innovative Wealth Advisors first reported a position in BSCS in Q3 2025 and has held it in 3 quarters since. The position peaked at $341K in Q4 2025. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Prevail Innovative Wealth Advisors held 15,075 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $308K as of Q1 2026.
Prevail Innovative Wealth Advisors sold 1,458 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $30K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.05% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #150 holding.
Prevail Innovative Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
Prevail Innovative Wealth Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $341K in Q4 2025.
389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.