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

Sovran 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
2025
Q2 		– Sell
-21,726
Closed -$442K – 494
2025
Q1 		$442K Buy
+21,726
New +$440K 0.06% 309

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Sovran Advisors's BSCS Position: Q2 2025 in Review

Sovran Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q2 2025, closing a stake of 21,726 shares — an estimated $442K sold.

Sovran Advisors first reported a position in BSCS in Q1 2025 and held it in 1 quarter. The position peaked at $442K in Q1 2025. 323 funds tracked by Wall St. Rank hold BSCS as of Q2 2025.

  • Sovran Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Sovran Advisors sold 21,726 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2025, an estimated $442K.
  • Sovran Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Sovran Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $442K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2025.

Based on Sovran Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.