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

TLWM 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
Q3 		$35.5M Buy
1,765,162
+117,705
+7% +$2.39M 5.66% 6
2026
Q2 		$33.6M Buy
1,647,457
+30,106
+2% +$615K 5.46% 6
2026
Q1 		$33M Buy
1,617,351
+111,729
+7% +$2.3M 5.95% 6
2025
Q4 		$31M Buy
1,505,622
+131,056
+10% +$2.7M 5.68% 4
2025
Q3 		$28.3M Buy
1,374,566
+18,140
+1% +$372K 5.08% 6
2025
Q2 		$27.8M Buy
1,356,426
+976
+0.1% +$19.9K 5.28% 6
2025
Q1 		$27.6M Buy
1,355,450
+32,875
+2% +$665K 5.51% 5
2024
Q4 		$26.6M Buy
1,322,575
+104,605
+9% +$2.12M 5.24% 5
2024
Q3 		$25M Buy
1,217,970
+33,588
+3% +$684K 5.08% 6
2024
Q2 		$23.6M Buy
1,184,382
+27,976
+2% +$557K 5.09% 6
2024
Q1 		$23.2M Buy
1,156,406
+77,154
+7% +$1.55M 5.15% 6
2023
Q4 		$21.9M Buy
1,079,252
+54,467
+5% +$1.07M 5.17% 6
2023
Q3 		$19.8M Buy
1,024,785
+74,089
+8% +$1.45M 5.26% 6
2023
Q2 		$18.8M Buy
950,696
+37,421
+4% +$747K 5.41% 6
2023
Q1 		$18.3M Buy
913,275
+170,222
+23% +$3.39M 5.82% 6
2022
Q4 		$14.6M Buy
+743,053
New +$14.4M 5.29% 5
2022
Q3 		– Sell
-38,911
Closed -$778K – 52
2022
Q2 		$778K Hold
38,911
– – 0.3% 34
2022
Q1 		$821K Buy
38,911
+20,628
+113% +$449K 0.29% 43
2021
Q4 		$415K Sell
18,283
-4,253
-19% -$96.9K 0.14% 57
2021
Q3 		$517K Hold
22,536
– – 0.2% 51
2021
Q2 		$520K Hold
22,536
– – 0.19% 56
2021
Q1 		$509K Buy
+22,536
New +$520K 0.19% 56

Other funds holding BSCS

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

TLWM Financial's BSCS Position: Q3 2026 in Review

TLWM Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 7.1% in Q3 2026, buying an estimated $2.39M and bringing the position to 1,765,162 shares worth $35.5M. The position accounts for 5.66% of the portfolio, ranked #6.

TLWM Financial first reported a position in BSCS in Q1 2021 and has held it in 22 quarters since. 21 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • TLWM Financial held 1,765,162 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $35.5M as of Q3 2026.
  • TLWM Financial bought 117,705 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $2.39M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 5.66% of TLWM Financial's portfolio in Q3 2026, its #6 holding.
  • TLWM Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on TLWM Financial's 13F filing for Q3 2026, filed 9 Oct 2026.