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

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

Sax Wealth Advisors's BSCS Position: Q2 2026 in Review

Sax Wealth Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 23% in Q2 2026, buying an estimated $179K and bringing the position to 46,409 shares worth $948K. The position accounts for 0.04% of the portfolio, ranked #239.

Sax Wealth Advisors first reported a position in BSCS in Q2 2024 and has held it in 9 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Sax Wealth Advisors held 46,409 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $948K as of Q2 2026.
Sax Wealth Advisors bought 8,761 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $179K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #239 holding.
Sax Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.