Wealth Enhancement Advisory Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$2.1M	Sell	103,797 -1,180	-1%	-$24K	﹤0.01%	1639
2026 Q2	$2.14M	Sell	104,977 -5,915	-5%	-$121K	﹤0.01%	1530
2026 Q1	$2.27M	Sell	110,892 -89,786	-45%	-$1.85M	﹤0.01%	1325
2025 Q4	$4.14M	Buy	200,678 +16,010	+9%	+$330K	0.01%	1112
2025 Q3	$3.8M	Buy	184,668 +72	+0%	+$1.48K	0.01%	1095
2025 Q2	$3.78M	Buy	184,596 +1,735	+0.9%	+$35.3K	0.01%	1026
2025 Q1	$3.72M	Buy	182,861 +13,979	+8%	+$283K	0.01%	940
2024 Q4	$3.4M	Buy	168,882 +25,219	+18%	+$512K	0.01%	941
2024 Q3	$2.95M	Buy	143,663 +38,731	+37%	+$789K	0.01%	904
2024 Q2	$2.09M	Buy	104,932 +85,864	+450%	+$1.71M	0.01%	965
2024 Q1	$383K	Buy	19,068 +7,557	+66%	+$152K	﹤0.01%	1749
2023 Q4	$233K	Buy	+11,511	New	+$226K	﹤0.01%	2004

Other funds holding BSCS

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSCS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.1% in Q3 2026, selling an estimated $24K and leaving 103,797 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Wealth Enhancement Advisory Services first reported a position in BSCS in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.14M in Q4 2025. 162 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

Wealth Enhancement Advisory Services held 103,797 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.1M as of Q3 2026.
Wealth Enhancement Advisory Services sold 1,180 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $24K.
Invesco BulletShares 2028 Corporate Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1639 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $4.14M in Q4 2025.
162 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.