Roundview Capital’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Roundview Capital’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	$1.77M	Buy	86,769 +7,120	+9%	+$145K	0.1%	173
2026 Q1	$1.63M	Hold	79,649	–	–	0.1%	173
2025 Q4	$1.64M	Hold	79,649	–	–	0.1%	175
2025 Q3	$1.64M	Sell	79,649 -745	-0.9%	-$15.3K	0.1%	173
2025 Q2	$1.65M	Hold	80,394	–	–	0.11%	168
2025 Q1	$1.64M	Buy	80,394 +34,733	+76%	+$703K	0.12%	158
2024 Q4	$919K	Buy	+45,661	New	+$926K	0.06%	217

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

Roundview Capital's BSCS Position: Q2 2026 in Review

Roundview Capital increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 8.9% in Q2 2026, buying an estimated $145K and bringing the position to 86,769 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #173.

Roundview Capital first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Roundview Capital held 86,769 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.77M as of Q2 2026.
Roundview Capital bought 7,120 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $145K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.1% of Roundview Capital's portfolio in Q2 2026, its #173 holding.
Roundview Capital first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.