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

Stonebridge Capital 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
2026
Q1 		– Sell
-10,475
Closed -$216K – 214
2025
Q4 		$216K Sell
10,475
-1,020
-9% -$21K 0.01% 201
2025
Q3 		$236K Sell
11,495
-19,300
-63% -$396K 0.02% 196
2025
Q2 		$631K Sell
30,795
-8,460
-22% -$172K 0.05% 121
2025
Q1 		$799K Sell
39,255
-26,080
-40% -$528K 0.07% 110
2024
Q4 		$1.32M Sell
65,335
-6,975
-10% -$141K 0.11% 104
2024
Q3 		$1.49M Sell
72,310
-17,375
-19% -$354K 0.12% 105
2024
Q2 		$1.79M Sell
89,685
-48,383
-35% -$963K 0.16% 100
2024
Q1 		$2.77M Sell
138,068
-34,338
-20% -$690K 0.25% 79
2023
Q4 		$3.5M Sell
172,406
-43,429
-20% -$852K 0.35% 66
2023
Q3 		$4.18M Buy
215,835
+28,877
+15% +$567K 0.46% 63
2023
Q2 		$3.69M Buy
186,958
+26,495
+17% +$529K 0.39% 66
2023
Q1 		$3.22M Buy
160,463
+15,136
+10% +$301K 0.37% 65
2022
Q4 		$2.85M Buy
145,327
+21,318
+17% +$415K 0.34% 71
2022
Q3 		$2.37M Buy
124,009
+1,120
+0.9% +$22.5K 0.31% 78
2022
Q2 		$2.45M Sell
122,889
-3,154
-3% -$64.1K 0.3% 81
2022
Q1 		$2.66M Buy
126,043
+8,385
+7% +$183K 0.29% 83
2021
Q4 		$2.67M Buy
+117,658
New +$2.68M 0.29% 82

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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

Stonebridge Capital Advisors's BSCS Position: Q1 2026 in Review

Stonebridge Capital Advisors sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2026, closing a stake of 10,475 shares — an estimated $216K sold.

Stonebridge Capital Advisors first reported a position in BSCS in Q4 2021 and held it in 17 quarters. The position peaked at $4.18M in Q3 2023. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Stonebridge Capital Advisors reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 10,475 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $216K.
  • Stonebridge Capital Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2021 and held it in 17 quarters.
  • Stonebridge Capital Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $4.18M in Q3 2023.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.