S.E.E.D. Planning Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

S.E.E.D. Planning Group’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	$4.19M	Buy	205,816 +36,022	+21%	+$735K	1.11%	29
2026 Q1	$3.47M	Buy	169,794 +2,869	+2%	+$59K	1.01%	28
2025 Q4	$3.44M	Sell	166,925 -3,989	-2%	-$82.1K	0.98%	30
2025 Q3	$3.52M	Buy	170,914 +5,506	+3%	+$113K	1.02%	31
2025 Q2	$3.39M	Buy	165,408 +3,929	+2%	+$80K	1.06%	31
2025 Q1	$3.29M	Buy	161,479 +37,109	+30%	+$751K	1.11%	33
2024 Q4	$2.5M	Buy	+124,370	New	+$2.52M	0.84%	37

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

S.E.E.D. Planning Group's BSCS Position: Q2 2026 in Review

S.E.E.D. Planning Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 21% in Q2 2026, buying an estimated $735K and bringing the position to 205,816 shares worth $4.19M. The position accounts for 1.11% of the portfolio, ranked #29.

S.E.E.D. Planning Group first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

S.E.E.D. Planning Group held 205,816 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $4.19M as of Q2 2026.
S.E.E.D. Planning Group bought 36,022 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $735K.
Invesco BulletShares 2028 Corporate Bond ETF made up 1.11% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #29 holding.
S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.