UCFA
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United Capital Financial Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

United Capital Financial 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 		$676K Buy
33,105
+3,490
+12% +$71.7K ﹤0.01% 922
2025
Q4 		$610K Buy
29,615
+5,135
+21% +$106K ﹤0.01% 898
2025
Q3 		$504K Buy
24,480
+3,875
+19% +$79.5K ﹤0.01% 854
2025
Q2 		$422K Buy
20,605
+2,400
+13% +$48.9K ﹤0.01% 823
2025
Q1 		$370K Sell
18,205
-4,710
-21% -$95.3K ﹤0.01% 832
2024
Q4 		$461K Buy
22,915
+4,175
+22% +$84.7K ﹤0.01% 753
2024
Q3 		$385K Buy
18,740
+2,450
+15% +$49.9K ﹤0.01% 796
2024
Q2 		$325K Buy
+16,290
New +$324K ﹤0.01% 821

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return