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Sterling Financial Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Sterling Financial Group’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
Q3 		$20.1M Buy
977,025
+246,878
+34% +$5.07M 6.37% 6
2025
Q2 		$15M Buy
730,147
+8,595
+1% +$175K 5.02% 8
2025
Q1 		$14.7M Sell
721,552
-297
-0% -$6.01K 5.29% 6
2024
Q4 		$14.5M Buy
721,849
+94,271
+15% +$1.91M 5.41% 6
2024
Q3 		$12.9M Buy
627,578
+8,401
+1% +$171K 5.51% 7
2024
Q2 		$12.4M Buy
619,177
+7,964
+1% +$159K 5.61% 7
2024
Q1 		$12.3M Buy
611,213
+596,661
+4,100% +$12M 5.82% 7
2023
Q4 		$295K Hold
14,552
– – 0.18% 50
2023
Q3 		$282K Buy
14,552
+1,740
+14% +$34.2K 0.18% 48
2023
Q2 		$253K Buy
+12,812
New +$256K 0.17% 54

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sterling Financial Group's BSCS Position: Q3 2025 in Review

Sterling Financial Group increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 34% in Q3 2025, buying an estimated $5.07M and bringing the position to 977,025 shares worth $20.1M. The position accounts for 6.37% of the portfolio, ranked #6.

Sterling Financial Group first reported a position in BSCS in Q2 2023 and has held it in 10 quarters since. 339 funds tracked by Wall St. Rank hold BSCS as of Q3 2025.

  • Sterling Financial Group held 977,025 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $20.1M as of Q3 2025.
  • Sterling Financial Group bought 246,878 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2025, an estimated $5.07M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 6.37% of Sterling Financial Group's portfolio in Q3 2025, its #6 holding.
  • Sterling Financial Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.