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

Summit 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 		$8.11M Buy
398,361
+7,136
+2% +$146K 0.09% 229
2026
Q1 		$7.99M Buy
391,225
+4,609
+1% +$94.7K 0.1% 200
2025
Q4 		$7.96M Buy
386,616
+16,596
+4% +$342K 0.12% 166
2025
Q3 		$7.61M Buy
+370,020
New +$7.59M 0.12% 164

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

Summit Financial's BSCS Position: Q2 2026 in Review

Summit Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.8% in Q2 2026, buying an estimated $146K and bringing the position to 398,361 shares worth $8.11M. The position accounts for 0.09% of the portfolio, ranked #229.

Summit Financial first reported a position in BSCS in Q3 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Summit Financial held 398,361 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $8.11M as of Q2 2026.
  • Summit Financial bought 7,136 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $146K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.09% of Summit Financial's portfolio in Q2 2026, its #229 holding.
  • Summit Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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