SFE Investment Counsel’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

SFE Investment Counsel’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	$7.71M	Buy	378,645 +37,847	+11%	+$773K	1.04%	37
2026 Q1	$6.96M	Buy	340,798 +24,161	+8%	+$497K	1.1%	35
2025 Q4	$6.52M	Buy	316,637 +11,723	+4%	+$241K	1%	36
2025 Q3	$6.27M	Buy	304,914 +19,391	+7%	+$398K	1%	36
2025 Q2	$5.85M	Buy	285,523 +47,877	+20%	+$975K	1.03%	35
2025 Q1	$4.84M	Buy	237,646 +27,636	+13%	+$559K	0.97%	41
2024 Q4	$4.23M	Buy	210,010 +22,506	+12%	+$457K	0.9%	40
2024 Q3	$3.86M	Buy	187,504 +3,906	+2%	+$79.5K	0.8%	47
2024 Q2	$3.66M	Buy	183,598 +28,568	+18%	+$569K	0.81%	45
2024 Q1	$3.11M	Buy	155,030 +29,031	+23%	+$583K	0.71%	50
2023 Q4	$2.56M	Buy	125,999 +37,755	+43%	+$741K	0.67%	53
2023 Q3	$1.71M	Buy	88,244 +5,045	+6%	+$99K	0.5%	62
2023 Q2	$1.64M	Buy	83,199 +45,356	+120%	+$906K	0.46%	64
2023 Q1	$762K	Buy	37,843 +933	+3%	+$18.6K	0.24%	78
2022 Q4	$747K	Buy	+36,910	New	+$718K	0.23%	82

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

SFE Investment Counsel's BSCS Position: Q2 2026 in Review

SFE Investment Counsel increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 11% in Q2 2026, buying an estimated $773K and bringing the position to 378,645 shares worth $7.71M. The position accounts for 1.04% of the portfolio, ranked #37.

SFE Investment Counsel first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

SFE Investment Counsel held 378,645 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $7.71M as of Q2 2026.
SFE Investment Counsel bought 37,847 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $773K.
Invesco BulletShares 2028 Corporate Bond ETF made up 1.04% of SFE Investment Counsel's portfolio in Q2 2026, its #37 holding.
SFE Investment Counsel first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.