PS
BSCS icon

Principal Securities’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Principal Securities’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 		$504K Sell
24,664
-2,310
-9% -$47.5K 0.01% 985
2025
Q4 		$556K Buy
26,974
+6,415
+31% +$132K 0.01% 902
2025
Q3 		$423K Buy
20,559
+1,634
+9% +$33.5K 0.01% 972
2025
Q2 		$388K Buy
18,925
+4,912
+35% +$100K 0.01% 969
2025
Q1 		$282K Buy
14,013
+431
+3% +$8.72K 0.01% 1003
2024
Q4 		$273K Buy
13,582
+869
+7% +$17.6K 0.01% 1010
2024
Q3 		$261K Buy
12,713
+10,051
+378% +$205K 0.01% 998
2024
Q2 		$53.1K Buy
2,662
+521
+24% +$10.4K ﹤0.01% 1594
2024
Q1 		$43K Buy
2,141
+1,626
+316% +$32.7K ﹤0.01% 1638
2023
Q4 		$10.4K Buy
+515
New +$10.1K ﹤0.01% 2217

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

Principal Securities's BSCS Position: Q1 2026 in Review

Principal Securities reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 8.6% in Q1 2026, selling an estimated $47.5K and leaving 24,664 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #985.

Principal Securities first reported a position in BSCS in Q4 2023 and has held it in 10 quarters since. The position peaked at $556K in Q4 2025. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Principal Securities held 24,664 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $504K as of Q1 2026.
  • Principal Securities sold 2,310 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $47.5K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #985 holding.
  • Principal Securities first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $556K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.