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BSCS icon

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
Q3 		$9.19M Buy
456,634
+19,182
+4% +$389K 3.73% 8
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

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
WMWM
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Sound Stewardship's BSCS Position: Q3 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 4.4% in Q3 2026, buying an estimated $389K and bringing the position to 456,634 shares worth $9.19M. The position accounts for 3.73% of the portfolio, ranked #8.

Sound Stewardship first reported a position in BSCS in Q3 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Sound Stewardship held 456,634 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $9.19M as of Q3 2026.
  • Sound Stewardship bought 19,182 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $389K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 3.73% of Sound Stewardship's portfolio in Q3 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 9 quarters since.
  • 51 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.