SMI Advisory Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

SMI Advisory Services’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	$386K	Buy	18,958 +1,785	+10%	+$36.4K	0.06%	46
2026 Q1	$351K	Buy	17,173 +879	+5%	+$18.1K	0.06%	49
2025 Q4	$335K	Buy	+16,294	New	+$335K	0.06%	43
2025 Q2	–	Sell	-6,526	Closed	-$132K	–	52
2025 Q1	$132K	Buy	+6,526	New	+$132K	0.03%	38

Other funds holding BSCS

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

LWA

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

SMI Advisory Services's BSCS Position: Q2 2026 in Review

SMI Advisory Services increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 10% in Q2 2026, buying an estimated $36.4K and bringing the position to 18,958 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #46.

SMI Advisory Services first reported a position in BSCS in Q1 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

SMI Advisory Services held 18,958 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $386K as of Q2 2026.
SMI Advisory Services bought 1,785 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $36.4K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.06% of SMI Advisory Services's portfolio in Q2 2026, its #46 holding.
SMI Advisory Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.