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Siligmueller & Norvid Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Siligmueller & Norvid 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
2025
Q3 		– Sell
-914,990
Closed -$18.7M – 166
2025
Q2 		$18.7M Buy
914,990
+149,698
+20% +$3.05M 7.27% 3
2025
Q1 		$15.6M Buy
765,292
+1,009
+0.1% +$20.4K 6.59% 3
2024
Q4 		$15.4M Buy
+764,283
New +$15.5M 6.56% 3

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BSCS Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q3 2025, closing a stake of 914,990 shares — an estimated $18.7M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BSCS in Q4 2024 and held it in 3 quarters. The position peaked at $18.7M in Q2 2025. 339 funds tracked by Wall St. Rank hold BSCS as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 914,990 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2025, an estimated $18.7M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $18.7M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.