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 Q3	$393K	Buy	19,483 +525	+3%	+$10.7K	0.06%	46
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 $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

SMI Advisory Services's BSCS Position: Q3 2026 in Review

SMI Advisory Services increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 2.8% in Q3 2026, buying an estimated $10.7K and bringing the position to 19,483 shares worth $393K. 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 5 quarters since. 103 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

SMI Advisory Services held 19,483 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $393K as of Q3 2026.
SMI Advisory Services bought 525 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $10.7K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.06% of SMI Advisory Services's portfolio in Q3 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 5 quarters since.
103 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.