Valmark Advisers’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Valmark Advisers’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	$398K	Sell	19,558 -3,788	-16%	-$77.3K	﹤0.01%	556
2026 Q1	$477K	Buy	23,346 +6,974	+43%	+$143K	0.01%	476
2025 Q4	$337K	Buy	16,372 +3,820	+30%	+$78.7K	﹤0.01%	529
2025 Q3	$258K	Buy	+12,552	New	+$258K	﹤0.01%	587

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

Valmark Advisers's BSCS Position: Q2 2026 in Review

Valmark Advisers reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 16% in Q2 2026, selling an estimated $77.3K and leaving 19,558 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Valmark Advisers first reported a position in BSCS in Q3 2025 and has held it in 4 quarters since. The position peaked at $477K in Q1 2026. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Valmark Advisers held 19,558 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $398K as of Q2 2026.
Valmark Advisers sold 3,788 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $77.3K.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #556 holding.
Valmark Advisers first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
Valmark Advisers's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $477K in Q1 2026.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.