WDL
BSCS icon

Well Done LLC’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Well Done LLC’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 		$485K Hold
23,801
– – 0.07% 133
2026
Q1 		$486K Hold
23,801
– – 0.07% 124
2025
Q4 		$490K Buy
23,801
+11,029
+86% +$227K 0.07% 120
2025
Q3 		$263K Buy
+12,772
New +$262K 0.04% 157

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

Well Done LLC's BSCS Position: Q2 2026 in Review

Well Done LLC held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 23,801 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #133.

Well Done LLC first reported a position in BSCS in Q3 2025 and has held it in 4 quarters since. The position peaked at $490K in Q4 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Well Done LLC held 23,801 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $485K as of Q2 2026.
  • Well Done LLC left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.07% of Well Done LLC's portfolio in Q2 2026, its #133 holding.
  • Well Done LLC first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Well Done LLC's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $490K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.