Sax Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Sax Wealth Advisors’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	$948K	Buy	46,409 +8,761	+23%	+$179K	0.04%	239
2026 Q1	$776K	Hold	37,648	–	–	0.04%	225
2025 Q4	$776K	Buy	37,648 +492	+1%	+$10.1K	0.04%	231
2025 Q3	$764K	Buy	37,156 +1,774	+5%	+$36.4K	0.04%	213
2025 Q2	$725K	Buy	35,382 +9,668	+38%	+$197K	0.04%	211
2025 Q1	$523K	Buy	25,714 +3,348	+15%	+$67.8K	0.04%	212
2024 Q4	$450K	Buy	22,366 +735	+3%	+$14.9K	0.04%	204
2024 Q3	$445K	Buy	21,631 +7,755	+56%	+$158K	0.04%	170
2024 Q2	$277K	Buy	+13,876	New	+$276K	0.03%	219

Other funds holding BSCS

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return