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VestGen Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

VestGen 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 		$2.96M Buy
145,571
+289
+0.2% +$5.9K 0.09% 231
2026
Q1 		$2.97M Buy
145,282
+27,572
+23% +$567K 0.08% 228
2025
Q4 		$2.42M Sell
117,710
-155,337
-57% -$3.2M 0.1% 211
2025
Q3 		$5.62M Buy
273,047
+8,994
+3% +$185K 0.19% 118
2025
Q2 		$5.42M Buy
264,053
+30,995
+13% +$631K 0.22% 102
2025
Q1 		$4.74M Buy
+233,058
New +$4.72M 0.22% 103

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

VestGen Advisors's BSCS Position: Q2 2026 in Review

VestGen Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.2% in Q2 2026, buying an estimated $5.9K and bringing the position to 145,571 shares worth $2.96M. The position accounts for 0.09% of the portfolio, ranked #231.

VestGen Advisors first reported a position in BSCS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.62M in Q3 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • VestGen Advisors held 145,571 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.96M as of Q2 2026.
  • VestGen Advisors bought 289 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $5.9K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.09% of VestGen Advisors's portfolio in Q2 2026, its #231 holding.
  • VestGen Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $5.62M in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.