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 Q3	$4.12M	Sell	204,824 -992	-0.5%	-$20.1K	1.01%	30
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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

DWML

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

S.E.E.D. Planning Group's BSCS Position: Q3 2026 in Review

S.E.E.D. Planning Group reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.48% in Q3 2026, selling an estimated $20.1K and leaving 204,824 shares worth $4.12M. The position accounts for 1.01% of the portfolio, ranked #30.

S.E.E.D. Planning Group first reported a position in BSCS in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.19M in Q2 2026. 21 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

S.E.E.D. Planning Group held 204,824 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $4.12M as of Q3 2026.
S.E.E.D. Planning Group sold 992 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $20.1K.
Invesco BulletShares 2028 Corporate Bond ETF made up 1.01% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #30 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 8 quarters since.
S.E.E.D. Planning Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $4.19M in Q2 2026.
21 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.