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

TruWealth 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
2026
Q1 		$92.8M Buy
4,542,994
+66,710
+1% +$1.37M 4.46% 4
2025
Q4 		$92.2M Buy
4,476,284
+91,181
+2% +$1.88M 4.51% 5
2025
Q3 		$90.2M Buy
4,385,103
+44,094
+1% +$905K 4.56% 5
2025
Q2 		$88.9M Buy
4,341,009
+90,916
+2% +$1.85M 4.9% 4
2025
Q1 		$86.5M Buy
4,250,093
+81,154
+2% +$1.64M 5.22% 3
2024
Q4 		$83.9M Buy
4,168,939
+1,421,981
+52% +$28.8M 5.06% 3
2024
Q3 		$56.5M Buy
2,746,958
+32,976
+1% +$671K 3.46% 6
2024
Q2 		$54.1M Buy
2,713,982
+170,223
+7% +$3.39M 3.6% 6
2024
Q1 		$51.1M Buy
2,543,759
+66,359
+3% +$1.33M 3.56% 6
2023
Q4 		$50.2M Buy
2,477,400
+1,051,001
+74% +$20.6M 3.84% 6
2023
Q3 		$27.6M Buy
1,426,399
+89,149
+7% +$1.75M 2.37% 10
2023
Q2 		$26.4M Buy
1,337,250
+516,051
+63% +$10.3M 2.27% 11
2023
Q1 		$16.5M Buy
821,199
+408,948
+99% +$8.13M 1.51% 21
2022
Q4 		$8.09M Buy
+412,251
New +$8.02M 0.79% 37

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
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

TruWealth Advisors's BSCS Position: Q1 2026 in Review

TruWealth Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.5% in Q1 2026, buying an estimated $1.37M and bringing the position to 4,542,994 shares worth $92.8M. The position accounts for 4.46% of the portfolio, ranked #4.

TruWealth Advisors first reported a position in BSCS in Q4 2022 and has held it in 14 quarters since. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • TruWealth Advisors held 4,542,994 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $92.8M as of Q1 2026.
  • TruWealth Advisors bought 66,710 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $1.37M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 4.46% of TruWealth Advisors's portfolio in Q1 2026, its #4 holding.
  • TruWealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.