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Steward Partners Investment Advisory’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Steward Partners Investment Advisory’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 		$1.57M Buy
77,069
+41,986
+120% +$857K 0.01% 1045
2026
Q1 		$717K Buy
35,083
+2,436
+7% +$50.1K ﹤0.01% 1331
2025
Q4 		$673K Buy
32,647
+18,632
+133% +$384K ﹤0.01% 1263
2025
Q3 		$288K Buy
14,015
+6,909
+97% +$142K ﹤0.01% 1675
2025
Q2 		$146K Buy
7,106
+191
+3% +$3.89K ﹤0.01% 1908
2025
Q1 		$141K Sell
6,915
-1,088
-14% -$22K ﹤0.01% 1822
2024
Q4 		$161K Buy
8,003
+1,266
+19% +$25.7K ﹤0.01% 1732
2024
Q3 		$139K Sell
6,737
-388
-5% -$7.9K ﹤0.01% 1712
2024
Q2 		$142K Sell
7,125
-100
-1% -$1.99K ﹤0.01% 1611
2024
Q1 		$145K Sell
7,225
-43
-0.6% -$864 ﹤0.01% 1578
2023
Q4 		$147K Sell
7,268
-2,850
-28% -$55.9K ﹤0.01% 1509
2023
Q3 		$196K Sell
10,118
-1,033
-9% -$20.3K ﹤0.01% 1293
2023
Q2 		$220K Sell
11,151
-1,102
-9% -$22K ﹤0.01% 1238
2023
Q1 		$246K Buy
12,253
+1,174
+11% +$23.3K ﹤0.01% 1193
2022
Q4 		$217K Buy
11,079
+10,450
+1,661% +$203K ﹤0.01% 1208
2022
Q3 		$12K Sell
629
-204
-24% -$4.09K ﹤0.01% 2442
2022
Q2 		$17K Sell
833
-1,359
-62% -$27.6K ﹤0.01% 2289
2022
Q1 		$46K Sell
2,192
-6,378
-74% -$139K ﹤0.01% 1956
2021
Q4 		$194K Buy
8,570
+556
+7% +$12.7K ﹤0.01% 1326
2021
Q3 		$184K Buy
8,014
+7,879
+5,836% +$183K ﹤0.01% 1305
2021
Q2 		$3K Sell
135
-1,317
-91% -$30.1K ﹤0.01% 6764
2021
Q1 		$32.8K Buy
1,452
+1,317
+976% +$30.4K ﹤0.01% 2216
2020
Q4 		$3K Sell
135
-3,599
-96% -$83.9K ﹤0.01% 2616
2020
Q3 		$86K Hold
3,734
– – ﹤0.01% 1269
2020
Q2 		$86K Buy
+3,734
New +$82.5K ﹤0.01% 1211

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

Steward Partners Investment Advisory's BSCS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 120% in Q2 2026, buying an estimated $857K and bringing the position to 77,069 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #1045.

Steward Partners Investment Advisory first reported a position in BSCS in Q2 2020 and has held it in 25 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Steward Partners Investment Advisory held 77,069 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.57M as of Q2 2026.
  • Steward Partners Investment Advisory bought 41,986 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $857K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1045 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.