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

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

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. 399 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.
399 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.