Souders Financial Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Souders Financial 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
2026 Q2	–	Sell	-277,954	Closed	-$5.68M	–	226
2026 Q1	$5.68M	Buy	277,954 +2,500	+0.9%	+$51.4K	0.65%	38
2025 Q4	$5.67M	Buy	275,454 +9,158	+3%	+$189K	0.65%	37
2025 Q3	$5.48M	Buy	266,296 +79,821	+43%	+$1.64M	0.65%	37
2025 Q2	$3.82M	Buy	186,475 +10,360	+6%	+$211K	0.49%	43
2025 Q1	$3.58M	Buy	176,115 +23,528	+15%	+$476K	0.5%	41
2024 Q4	$3.07M	Buy	152,587 +16,937	+12%	+$344K	0.43%	53
2024 Q3	$2.79M	Buy	135,650 +7,222	+6%	+$147K	0.39%	68
2024 Q2	$2.56M	Buy	128,428 +5,921	+5%	+$118K	0.39%	67
2024 Q1	$2.46M	Buy	122,507 +5,929	+5%	+$119K	0.39%	66
2023 Q4	$2.36M	Buy	116,578 +6,233	+6%	+$122K	0.4%	64
2023 Q3	$2.14M	Buy	110,345 +4,697	+4%	+$92.2K	0.41%	67
2023 Q2	$2.09M	Buy	105,648 +4,127	+4%	+$82.4K	0.4%	66
2023 Q1	$2.04M	Buy	101,521 +5,538	+6%	+$110K	0.43%	65
2022 Q4	$1.88M	Buy	95,983 +8,391	+10%	+$163K	0.43%	65
2022 Q3	$1.68M	Buy	+87,592	New	+$1.76M	0.46%	66

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

Souders Financial Advisors's BSCS Position: Q2 2026 in Review

Souders Financial Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2026, closing a stake of 277,954 shares — an estimated $5.68M sold.

Souders Financial Advisors first reported a position in BSCS in Q3 2022 and held it in 15 quarters. The position peaked at $5.68M in Q1 2026. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Souders Financial Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Souders Financial Advisors sold 277,954 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $5.68M.
Souders Financial Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2022 and held it in 15 quarters.
Souders Financial Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $5.68M in Q1 2026.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.