Robertson Stephens Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Robertson Stephens Wealth Management’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
2025 Q1	–	Sell	-15,275	Closed	-$307K	–	551
2024 Q4	$307K	Hold	15,275	–	–	0.01%	463
2024 Q3	$314K	Hold	15,275	–	–	0.01%	517
2024 Q2	$305K	Hold	15,275	–	–	0.02%	409
2024 Q1	$307K	Hold	15,275	–	–	0.02%	419
2023 Q4	$310K	Hold	15,275	–	–	0.02%	377
2023 Q3	$296K	Hold	15,275	–	–	0.02%	378
2023 Q2	$302K	Hold	15,275	–	–	0.02%	350
2023 Q1	$307K	Hold	15,275	–	–	0.02%	361
2022 Q4	$300K	Buy	+15,275	New	+$297K	0.03%	331

Other funds holding BSCS

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Robertson Stephens Wealth Management's BSCS Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2025, closing a stake of 15,275 shares — an estimated $307K sold.

Robertson Stephens Wealth Management first reported a position in BSCS in Q4 2022 and held it in 9 quarters. The position peaked at $314K in Q3 2024. 316 funds tracked by Wall St. Rank hold BSCS as of Q1 2025.

Robertson Stephens Wealth Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 15,275 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2025, an estimated $307K.
Robertson Stephens Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and held it in 9 quarters.
Robertson Stephens Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $314K in Q3 2024.
316 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.