UBS Group
BSCS icon

UBS Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

UBS Group’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 		$95.9M Sell
4,710,692
-100,480
-2% -$2.05M 0.01% 1154
2026
Q1 		$98.3M Buy
4,811,172
+1,121,422
+30% +$23M 0.01% 1066
2025
Q4 		$76M Buy
3,689,750
+637,805
+21% +$13.1M 0.01% 1238
2025
Q3 		$62.8M Buy
3,051,945
+397,094
+15% +$8.15M 0.01% 1402
2025
Q2 		$54.4M Buy
2,654,851
+325,395
+14% +$6.62M 0.01% 1444
2025
Q1 		$47.4M Buy
2,329,456
+132,536
+6% +$2.68M 0.01% 1524
2024
Q4 		$44.2M Buy
2,196,920
+394,350
+22% +$8M 0.01% 1575
2024
Q3 		$37.1M Buy
1,802,570
+7,104
+0.4% +$145K 0.01% 1370
2024
Q2 		$35.8M Buy
1,795,466
+84,046
+5% +$1.67M 0.01% 1256
2024
Q1 		$34.3M Buy
1,711,420
+407,272
+31% +$8.18M 0.01% 1298
2023
Q4 		$26.4M Buy
1,304,148
+681,080
+109% +$13.4M 0.01% 1396
2023
Q3 		$12.1M Buy
623,068
+161,746
+35% +$3.17M ﹤0.01% 1841
2023
Q2 		$9.11M Buy
461,322
+358,598
+349% +$7.16M ﹤0.01% 2028
2023
Q1 		$2.06M Buy
102,724
+46,237
+82% +$919K ﹤0.01% 3398
2022
Q4 		$1.11M Buy
56,487
+3,451
+7% +$67.1K ﹤0.01% 3971
2022
Q3 		$1.01M Buy
53,036
+11,394
+27% +$229K ﹤0.01% 3746
2022
Q2 		$831K Sell
41,642
-11,339
-21% -$230K ﹤0.01% 3878
2022
Q1 		$1.12M Sell
52,981
-382
-0.7% -$8.32K ﹤0.01% 3982
2021
Q4 		$1.21M Sell
53,363
-2,088
-4% -$47.6K ﹤0.01% 4215
2021
Q3 		$1.27M Buy
55,451
+3,790
+7% +$87.8K ﹤0.01% 3982
2021
Q2 		$1.19M Buy
51,661
+4,591
+10% +$105K ﹤0.01% 4028
2021
Q1 		$1.06M Buy
47,070
+22,514
+92% +$520K ﹤0.01% 4182
2020
Q4 		$580K Buy
24,556
+12,216
+99% +$285K ﹤0.01% 4487
2020
Q3 		$285K Buy
12,340
+3,825
+45% +$88.9K ﹤0.01% 4579
2020
Q2 		$195K Sell
8,515
-652
-7% -$14.4K ﹤0.01% 4810
2020
Q1 		$189K Buy
9,167
+1,482
+19% +$32.4K ﹤0.01% 4764
2019
Q4 		$169K Buy
7,685
+5,990
+353% +$132K ﹤0.01% 5702
2019
Q3 		$37K Hold
1,695
– – ﹤0.01% 6364
2019
Q2 		$37K Hold
1,695
– – ﹤0.01% 6162
2019
Q1 		$35K Buy
+1,695
New +$34.2K ﹤0.01% 5801

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
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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

UBS Group's BSCS Position: Q2 2026 in Review

UBS Group reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 2.1% in Q2 2026, selling an estimated $2.05M and leaving 4,710,692 shares worth $95.9M. The position accounts for 0.01% of the portfolio, ranked #1154.

UBS Group first reported a position in BSCS in Q1 2019 and has held it in 30 quarters since. The position peaked at $98.3M in Q1 2026. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • UBS Group held 4,710,692 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $95.9M as of Q2 2026.
  • UBS Group sold 100,480 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $2.05M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of UBS Group's portfolio in Q2 2026, its #1154 holding.
  • UBS Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • UBS Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $98.3M in Q1 2026.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.