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

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

Sound Stewardship's BSCS Position: Q2 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.4% in Q2 2026, buying an estimated $296K and bringing the position to 437,452 shares worth $8.91M. The position accounts for 3.67% of the portfolio, ranked #8.

Sound Stewardship first reported a position in BSCS in Q3 2024 and has held it in 8 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Sound Stewardship held 437,452 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $8.91M as of Q2 2026.
Sound Stewardship bought 14,525 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $296K.
Invesco BulletShares 2028 Corporate Bond ETF made up 3.67% of Sound Stewardship's portfolio in Q2 2026, its #8 holding.
Sound Stewardship first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.