Vermillion & White Wealth Management Group’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Vermillion & White Wealth Management 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 Q1	$686K	Sell	33,613 -3,006	-8%	-$61.8K	0.4%	29
2025 Q4	$756K	Buy	36,619 +33,516	+1,080%	+$690K	0.41%	26
2025 Q3	$63.8K	Hold	3,103	–	–	0.04%	133
2025 Q2	$63.6K	Hold	3,103	–	–	0.04%	120
2025 Q1	$63.1K	Hold	3,103	–	–	0.05%	108
2024 Q4	$62.5K	Hold	3,103	–	–	0.05%	118
2024 Q3	$63.8K	Hold	3,103	–	–	0.05%	112
2024 Q2	$61.9K	Hold	3,103	–	–	0.05%	113
2024 Q1	$62.3K	Buy	+3,103	New	+$62.4K	0.05%	105

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Vermillion & White Wealth Management Group's BSCS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 8.2% in Q1 2026, selling an estimated $61.8K and leaving 33,613 shares worth $686K. The position accounts for 0.4% of the portfolio, ranked #29.

Vermillion & White Wealth Management Group first reported a position in BSCS in Q1 2024 and has held it in 9 quarters since. The position peaked at $756K in Q4 2025. 389 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

Vermillion & White Wealth Management Group held 33,613 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $686K as of Q1 2026.
Vermillion & White Wealth Management Group sold 3,006 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $61.8K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.4% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #29 holding.
Vermillion & White Wealth Management Group first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Vermillion & White Wealth Management Group's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $756K in Q4 2025.
389 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.