SIA
BSCS icon

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

Summit Investment 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
2025
Q2 		$601K Buy
29,270
+4,413
+18% +$89.8K 0.5% 37
2025
Q1 		$507K Buy
24,857
+258
+1% +$5.22K 0.45% 39
2024
Q4 		$497K Buy
+24,599
New +$499K 0.44% 32

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Summit Investment Advisors's BSCS Position: Q2 2025 in Review

Summit Investment Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 18% in Q2 2025, buying an estimated $89.8K and bringing the position to 29,270 shares worth $601K. The position accounts for 0.5% of the portfolio, ranked #37.

Summit Investment Advisors first reported a position in BSCS in Q4 2024 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold BSCS as of Q2 2025.

  • Summit Investment Advisors held 29,270 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $601K as of Q2 2025.
  • Summit Investment Advisors bought 4,413 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2025, an estimated $89.8K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.5% of Summit Investment Advisors's portfolio in Q2 2025, its #37 holding.
  • Summit Investment Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.