Secure Asset Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Secure Asset Management’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
2025 Q2	–	Sell	-57,071	Closed	-$1.16M	–	318
2025 Q1	$1.16M	Sell	57,071 -86,439	-60%	-$1.75M	0.23%	111
2024 Q4	$2.89M	Buy	143,510 +22,476	+19%	+$456K	0.44%	46
2024 Q3	$2.49M	Buy	121,034 +8,143	+7%	+$166K	0.42%	47
2024 Q2	$2.25M	Buy	112,891 +3,869	+4%	+$77K	0.43%	49
2024 Q1	$2.19M	Buy	109,022 +2,641	+2%	+$53.1K	0.51%	40
2023 Q4	$2.16M	Buy	106,381 +1,379	+1%	+$27.1K	0.58%	32
2023 Q3	$2.03M	Sell	105,002 -2,875	-3%	-$56.4K	0.61%	39
2023 Q2	$2.13M	Sell	107,877 -19,968	-16%	-$399K	0.65%	40
2023 Q1	$2.57M	Buy	127,845 +12,214	+11%	+$243K	0.86%	23
2022 Q4	$2.27M	Buy	+115,631	New	+$2.25M	0.81%	26

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Secure Asset Management's BSCS Position: Q2 2025 in Review

Secure Asset Management sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2025, closing a stake of 57,071 shares — an estimated $1.16M sold.

Secure Asset Management first reported a position in BSCS in Q4 2022 and held it in 10 quarters. The position peaked at $2.89M in Q4 2024. 323 funds tracked by Wall St. Rank hold BSCS as of Q2 2025.

Secure Asset Management reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
Secure Asset Management sold 57,071 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2025, an estimated $1.16M.
Secure Asset Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and held it in 10 quarters.
Secure Asset Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.89M in Q4 2024.
323 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2025.

Based on Secure Asset Management's 13F filing for Q2 2025, filed 10 Jul 2025.