Sound Stewardship’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Sound Stewardship’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	$8.91M	Buy	437,452 +14,525	+3%	+$296K	3.67%	8
2026 Q1	$8.64M	Buy	422,927 +22,306	+6%	+$458K	3.96%	8
2025 Q4	$8.25M	Buy	400,621 +32,881	+9%	+$677K	3.96%	9
2025 Q3	$7.56M	Buy	367,740 +17,384	+5%	+$357K	3.63%	11
2025 Q2	$7.18M	Buy	350,356 +31,828	+10%	+$648K	3.7%	11
2025 Q1	$6.48M	Buy	318,528 +259,907	+443%	+$5.26M	3.69%	11
2024 Q4	$1.18M	Buy	58,621 +48,568	+483%	+$985K	0.7%	26
2024 Q3	$207K	Buy	+10,053	New	+$205K	0.12%	59

Other funds holding BSCS

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

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

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

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

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

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return