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Stephens Inc’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Stephens Inc’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 		$3.3M Sell
162,236
-4,147
-2% -$84.7K 0.04% 388
2026
Q1 		$3.4M Buy
166,383
+15,901
+11% +$327K 0.04% 365
2025
Q4 		$3.1M Buy
150,482
+20,519
+16% +$422K 0.04% 395
2025
Q3 		$2.67M Buy
129,963
+15,736
+14% +$323K 0.03% 422
2025
Q2 		$2.34M Buy
114,227
+5,011
+5% +$102K 0.03% 428
2025
Q1 		$2.22M Buy
109,216
+11,704
+12% +$237K 0.03% 433
2024
Q4 		$1.96M Buy
97,512
+13,238
+16% +$269K 0.03% 448
2024
Q3 		$1.73M Buy
84,274
+36,658
+77% +$746K 0.02% 473
2024
Q2 		$950K Buy
47,616
+6,155
+15% +$123K 0.01% 607
2024
Q1 		$832K Buy
41,461
+8,393
+25% +$169K 0.01% 635
2023
Q4 		$671K Buy
33,068
+7,040
+27% +$138K 0.01% 649
2023
Q3 		$504K Buy
26,028
+6,110
+31% +$120K 0.01% 722
2023
Q2 		$393K Buy
+19,918
New +$398K 0.01% 825
2022
Q3 		– Sell
-108,689
Closed -$2.17M – 1212
2022
Q2 		$2.17M Sell
108,689
-42,620
-28% -$866K 0.04% 359
2022
Q1 		$3.19M Buy
151,309
+141,465
+1,437% +$3.08M 0.05% 339
2021
Q4 		$223K Buy
+9,844
New +$224K ﹤0.01% 1161

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Stephens Inc's BSCS Position: Q2 2026 in Review

Stephens Inc reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 2.5% in Q2 2026, selling an estimated $84.7K and leaving 162,236 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #388.

Stephens Inc first reported a position in BSCS in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.4M in Q1 2026. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Stephens Inc held 162,236 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.3M as of Q2 2026.
  • Stephens Inc sold 4,147 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $84.7K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #388 holding.
  • Stephens Inc first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Stephens Inc's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $3.4M in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.