Shufro Rose & Co’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Shufro Rose & Co’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	$16.4M	Sell	803,966 -17,631	-2%	-$360K	0.94%	27
2026 Q1	$16.8M	Buy	821,597 +17,701	+2%	+$364K	1.14%	25
2025 Q4	$16.6M	Buy	803,896 +552,275	+219%	+$11.4M	1.12%	26
2025 Q3	$5.12M	Sell	251,621 -22,300	-8%	-$458K	0.42%	47
2025 Q2	$5.57M	Sell	273,921 -209	-0.1%	-$4.25K	0.45%	47
2025 Q1	$5.58M	Buy	274,130 +40,004	+17%	+$810K	0.44%	47
2024 Q4	$4.71M	Sell	234,126 -26,158	-10%	-$531K	0.36%	49
2024 Q3	$5.19M	Hold	260,284	–	–	0.42%	45
2024 Q2	$5.19M	Sell	260,284 -9,509	-4%	-$189K	0.42%	45
2024 Q1	$5.41M	Buy	+269,793	New	+$5.42M	0.45%	48
2021 Q3	–	Sell	-3,783,727	Closed	-$87.4M	–	302
2021 Q2	$87.4M	Buy	+3,783,727	New	+$86.5M	6.58%	1

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

Shufro Rose & Co's BSCS Position: Q2 2026 in Review

Shufro Rose & Co reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 2.1% in Q2 2026, selling an estimated $360K and leaving 803,966 shares worth $16.4M. The position accounts for 0.94% of the portfolio, ranked #27.

Shufro Rose & Co first reported a position in BSCS in Q2 2021 and has held it in 11 quarters since. The position peaked at $87.4M in Q2 2021. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Shufro Rose & Co held 803,966 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $16.4M as of Q2 2026.
Shufro Rose & Co sold 17,631 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $360K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.94% of Shufro Rose & Co's portfolio in Q2 2026, its #27 holding.
Shufro Rose & Co first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2021 and has held it in 11 quarters since.
Shufro Rose & Co's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $87.4M in Q2 2021.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.