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 Q2	$681K	Buy	33,465 +360	+1%	+$7.35K	﹤0.01%	972
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

United Capital Financial Advisors's BSCS Position: Q2 2026 in Review

United Capital Financial Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.1% in Q2 2026, buying an estimated $7.35K and bringing the position to 33,465 shares worth $681K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

United Capital Financial Advisors first reported a position in BSCS in Q2 2024 and has held it in 9 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

United Capital Financial Advisors held 33,465 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $681K as of Q2 2026.
United Capital Financial Advisors bought 360 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $7.35K.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #972 holding.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.