SWP
BSCS icon

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

Summit Wealth Partners’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 		$252K Buy
12,371
+40
+0.3% +$816 0.04% 251
2026
Q1 		$252K Buy
12,331
+37
+0.3% +$760 0.04% 236
2025
Q4 		$253K Buy
12,294
+39
+0.3% +$803 0.05% 178
2025
Q3 		$252K Buy
12,255
+35
+0.3% +$718 0.05% 190
2025
Q2 		$250K Buy
12,220
+27
+0.2% +$550 0.05% 195
2025
Q1 		$248K Sell
12,193
-1,854
-13% -$37.5K 0.05% 187
2024
Q4 		$283K Buy
14,047
+47
+0.3% +$953 0.06% 168
2024
Q3 		$288K Buy
14,000
+49
+0.4% +$998 0.06% 197
2024
Q2 		$278K Buy
13,951
+48
+0.3% +$956 0.06% 189
2024
Q1 		$279K Buy
13,903
+43
+0.3% +$864 0.06% 186
2023
Q4 		$281K Buy
13,860
+42
+0.3% +$824 0.07% 168
2023
Q3 		$268K Buy
13,818
+41
+0.3% +$805 0.07% 158
2023
Q2 		$272K Sell
13,777
-211
-2% -$4.21K 0.07% 157
2023
Q1 		$281K Sell
13,988
-1,995
-12% -$39.7K 0.07% 152
2022
Q4 		$314K Sell
15,983
-2,218
-12% -$43.1K 0.08% 142
2022
Q3 		$348K Buy
18,201
+6,100
+50% +$122K 0.1% 117
2022
Q2 		$242K Buy
+12,101
New +$246K 0.06% 143

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 Wealth Partners's BSCS Position: Q2 2026 in Review

Summit Wealth Partners increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.32% in Q2 2026, buying an estimated $816 and bringing the position to 12,371 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #251.

Summit Wealth Partners first reported a position in BSCS in Q2 2022 and has held it in 17 quarters since. The position peaked at $348K in Q3 2022. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Summit Wealth Partners held 12,371 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $252K as of Q2 2026.
  • Summit Wealth Partners bought 40 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $816.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #251 holding.
  • Summit Wealth Partners first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Summit Wealth Partners's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $348K in Q3 2022.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.