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

Stifel Financial’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 		$23.2M Buy
1,139,715
+10,453
+0.9% +$213K 0.02% 621
2026
Q1 		$23.1M Buy
1,129,262
+263,031
+30% +$5.41M 0.02% 580
2025
Q4 		$17.8M Buy
866,231
+67,358
+8% +$1.39M 0.02% 680
2025
Q3 		$16.4M Buy
798,873
+30,270
+4% +$621K 0.02% 707
2025
Q2 		$15.7M Buy
768,603
+48,334
+7% +$984K 0.02% 690
2025
Q1 		$14.7M Buy
720,269
+123,851
+21% +$2.51M 0.02% 692
2024
Q4 		$12M Buy
596,418
+56,976
+11% +$1.16M 0.01% 786
2024
Q3 		$11.1M Buy
539,442
+38,679
+8% +$787K 0.01% 814
2024
Q2 		$9.99M Buy
500,763
+32,506
+7% +$647K 0.01% 815
2024
Q1 		$9.4M Buy
468,257
+20,215
+5% +$406K 0.01% 841
2023
Q4 		$9.09M Buy
448,042
+36,862
+9% +$723K 0.01% 811
2023
Q3 		$7.96M Buy
411,180
+316,450
+334% +$6.21M 0.01% 810
2023
Q2 		$1.87M Sell
94,730
-479
-0.5% -$9.56K ﹤0.01% 1668
2023
Q1 		$1.91M Buy
95,209
+4,007
+4% +$79.7K ﹤0.01% 1596
2022
Q4 		$1.79M Buy
91,202
+18,502
+25% +$360K ﹤0.01% 1599
2022
Q3 		$1.39M Buy
72,700
+3,318
+5% +$66.6K ﹤0.01% 1720
2022
Q2 		$1.39M Buy
69,382
+5,962
+9% +$121K ﹤0.01% 1759
2022
Q1 		$1.34M Buy
63,420
+2,802
+5% +$61K ﹤0.01% 1909
2021
Q4 		$1.38M Buy
60,618
+4,113
+7% +$93.7K ﹤0.01% 1884
2021
Q3 		$1.3M Buy
56,505
+6,311
+13% +$146K ﹤0.01% 1889
2021
Q2 		$1.16M Buy
50,194
+9,443
+23% +$216K ﹤0.01% 1982
2021
Q1 		$920K Buy
40,751
+4,681
+13% +$108K ﹤0.01% 2046
2020
Q4 		$852K Buy
36,070
+13,040
+57% +$304K ﹤0.01% 1964
2020
Q3 		$532K Buy
+23,030
New +$536K ﹤0.01% 2050

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

Stifel Financial's BSCS Position: Q2 2026 in Review

Stifel Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.93% in Q2 2026, buying an estimated $213K and bringing the position to 1,139,715 shares worth $23.2M. The position accounts for 0.02% of the portfolio, ranked #621.

Stifel Financial first reported a position in BSCS in Q3 2020 and has held it in 24 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Stifel Financial held 1,139,715 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $23.2M as of Q2 2026.
  • Stifel Financial bought 10,453 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $213K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #621 holding.
  • Stifel Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.