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Tyler-Stone Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Tyler-Stone Wealth Management’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 		$594K Buy
29,000
+12,400
+75% +$252K 0.1% 182
2025
Q1 		$338K Buy
+16,600
New +$336K 0.06% 234
2024
Q3 		– Sell
-700
Closed -$14K – 390
2024
Q2 		$14K Buy
+700
New +$13.9K 0.01% 597

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Tyler-Stone Wealth Management's BSCS Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 75% in Q2 2025, buying an estimated $252K and bringing the position to 29,000 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #182.

Tyler-Stone Wealth Management first reported a position in BSCS in Q2 2024 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold BSCS as of Q2 2025.

  • Tyler-Stone Wealth Management held 29,000 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $594K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 12,400 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2025, an estimated $252K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #182 holding.
  • Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 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 Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.