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West Branch Capital’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

West Branch Capital’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 		$22.1K Buy
1,084
+11
+1% +$225 0.01% 179
2026
Q1 		$21.9K Buy
1,073
+12
+1% +$247 0.01% 173
2025
Q4 		$21.9K Buy
1,061
+4
+0.4% +$82 0.01% 188
2025
Q3 		$21.7K Hold
1,057
– – 0.01% 201
2025
Q2 		$21.7K Hold
1,057
– – 0.01% 203
2025
Q1 		$21.5K Hold
1,057
– – 0.01% 216
2024
Q4 		$21.3K Hold
1,057
– – 0.01% 219
2024
Q3 		$21.7K Hold
1,057
– – 0.01% 217
2024
Q2 		$21.1K Hold
1,057
– – 0.01% 219
2024
Q1 		$21.2K Buy
1,057
+7
+0.7% +$141 0.01% 221
2023
Q4 		$21.3K Buy
1,050
+11
+1% +$216 0.01% 213
2023
Q3 		$20.1K Buy
1,039
+11
+1% +$216 0.01% 221
2023
Q2 		$20.3K Buy
1,028
+10
+1% +$200 0.01% 227
2023
Q1 		$20.4K Buy
1,018
+9
+0.9% +$179 0.01% 228
2022
Q4 		$19.8K Buy
+1,009
New +$19.6K 0.01% 224

Other funds holding BSCS

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
CP
Cornerstone Planning Charlotte, North Carolina $432M AUM
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

West Branch Capital's BSCS Position: Q2 2026 in Review

West Branch Capital increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1% in Q2 2026, buying an estimated $225 and bringing the position to 1,084 shares worth $22.1K. The position accounts for 0.01% of the portfolio, ranked #179.

West Branch Capital first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. 209 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • West Branch Capital held 1,084 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $22.1K as of Q2 2026.
  • West Branch Capital bought 11 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $225.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #179 holding.
  • West Branch Capital first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 209 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.