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Strategic Family Wealth Counselors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Strategic Family Wealth Counselors’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 		$544K Buy
26,616
+206
+0.8% +$4.23K 0.14% 94
2025
Q4 		$542K Buy
26,410
+6,069
+30% +$125K 0.12% 109
2025
Q3 		$418K Buy
+20,341
New +$418K 0.11% 108

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Strategic Family Wealth Counselors's BSCS Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.78% in Q1 2026, buying an estimated $4.23K and bringing the position to 26,616 shares worth $544K. The position accounts for 0.14% of the portfolio, ranked #94.

Strategic Family Wealth Counselors first reported a position in BSCS in Q3 2025 and has held it in 3 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Strategic Family Wealth Counselors held 26,616 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $544K as of Q1 2026.
  • Strategic Family Wealth Counselors bought 206 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $4.23K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.14% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #94 holding.
  • Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.