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Vista Investment Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Vista Investment Management’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 		$6M Sell
294,496
-53,187
-15% -$1.09M 1.8% 14
2026
Q1 		$7.1M Sell
347,683
-24,272
-7% -$499K 2.36% 7
2025
Q4 		$7.66M Sell
371,955
-11,426
-3% -$235K 2.53% 7
2025
Q3 		$7.89M Sell
383,381
-473
-0.1% -$9.71K 2.75% 4
2025
Q2 		$7.87M Sell
383,854
-19,536
-5% -$398K 2.92% 4
2025
Q1 		$8.21M Sell
403,390
-7,438
-2% -$151K 3.21% 2
2024
Q4 		$8.27M Sell
410,828
-7,944
-2% -$161K 3.14% 2
2024
Q3 		$8.61M Buy
418,772
+13,750
+3% +$280K 3.25% 2
2024
Q2 		$8.08M Buy
405,022
+39,552
+11% +$788K 3.27% 2
2024
Q1 		$7.33M Buy
365,470
+46,707
+15% +$939K 2.99% 3
2023
Q4 		$6.46M Buy
318,763
+28,996
+10% +$569K 3% 3
2023
Q3 		$5.61M Sell
289,767
-5,595
-2% -$110K 2.95% 3
2023
Q2 		$5.83M Buy
295,362
+272,382
+1,185% +$5.44M 2.95% 3
2023
Q1 		$461K Buy
22,980
+10,709
+87% +$213K 0.24% 115
2022
Q4 		$241K Buy
+12,271
New +$239K 0.14% 139

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

Vista Investment Management's BSCS Position: Q2 2026 in Review

Vista Investment Management reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 15% in Q2 2026, selling an estimated $1.09M and leaving 294,496 shares worth $6M. The position accounts for 1.8% of the portfolio, ranked #14.

Vista Investment Management first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.61M in Q3 2024. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Vista Investment Management held 294,496 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $6M as of Q2 2026.
  • Vista Investment Management sold 53,187 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $1.09M.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 1.8% of Vista Investment Management's portfolio in Q2 2026, its #14 holding.
  • Vista Investment Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Vista Investment Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $8.61M in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.