Richmond Investment Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Richmond Investment Services’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	$1.02M	Sell	50,126 -46,100	-48%	-$941K	0.32%	49
2026 Q1	$1.97M	Buy	96,226 +4,641	+5%	+$95.4K	0.32%	53
2025 Q4	$1.89M	Buy	91,585 +2,550	+3%	+$52.5K	0.33%	50
2025 Q3	$1.83M	Buy	89,035 +1,454	+2%	+$29.8K	0.34%	49
2025 Q2	$1.79M	Buy	87,581 +44,566	+104%	+$907K	0.38%	44
2025 Q1	$875K	Sell	43,015 -10,330	-19%	-$209K	0.48%	39
2024 Q4	$1.07M	Buy	+53,345	New	+$1.08M	0.6%	36

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

Richmond Investment Services's BSCS Position: Q2 2026 in Review

Richmond Investment Services reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 48% in Q2 2026, selling an estimated $941K and leaving 50,126 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #49.

Richmond Investment Services first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q1 2026. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Richmond Investment Services held 50,126 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.02M as of Q2 2026.
Richmond Investment Services sold 46,100 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $941K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.32% of Richmond Investment Services's portfolio in Q2 2026, its #49 holding.
Richmond Investment Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.97M in Q1 2026.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.