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Rossby Financial’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Rossby Financial’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 		– Sell
-480
Closed -$9.89K – 2275
2025
Q4 		$9.89K Sell
480
-348
-42% -$7.17K ﹤0.01% 933
2025
Q3 		$17.1K Hold
828
– – 0.01% 748
2025
Q2 		$17K Hold
828
– – 0.01% 690
2025
Q1 		$16.9K Buy
+828
New +$16.8K 0.01% 647

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Rossby Financial's BSCS Position: Q1 2026 in Review

Rossby Financial sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2026, closing a stake of 480 shares — an estimated $9.89K sold.

Rossby Financial first reported a position in BSCS in Q1 2025 and held it in 4 quarters. The position peaked at $17.1K in Q3 2025. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Rossby Financial reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Rossby Financial sold 480 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $9.89K.
  • Rossby Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Rossby Financial's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $17.1K in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.