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Wealth Advisors of Iowa’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Wealth Advisors of Iowa’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 		$305K Buy
14,975
+285
+2% +$5.82K 0.08% 69
2026
Q1 		$300K Buy
14,690
+150
+1% +$3.08K 0.09% 70
2025
Q4 		$300K Buy
14,540
+3,600
+33% +$74.1K 0.1% 69
2025
Q3 		$225K Buy
+10,940
New +$225K 0.08% 75
2024
Q3 		– Sell
-19,383
Closed -$389K – 70
2024
Q2 		$389K Buy
+19,383
New +$386K 0.22% 25

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

Wealth Advisors of Iowa's BSCS Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.9% in Q2 2026, buying an estimated $5.82K and bringing the position to 14,975 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #69.

Wealth Advisors of Iowa first reported a position in BSCS in Q2 2024 and has held it in 5 quarters since. The position peaked at $389K in Q2 2024. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Wealth Advisors of Iowa held 14,975 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $305K as of Q2 2026.
  • Wealth Advisors of Iowa bought 285 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $5.82K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.08% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #69 holding.
  • Wealth Advisors of Iowa first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Wealth Advisors of Iowa's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $389K in Q2 2024.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.