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Western Financial Corp’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Western Financial Corp’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 		$976K Buy
47,940
+1,964
+4% +$40.1K 0.29% 62
2026
Q1 		$939K Sell
45,976
-1,969
-4% -$40.5K 0.37% 57
2025
Q4 		$988K Sell
47,945
-201
-0.4% -$4.14K 0.39% 57
2025
Q3 		$990K Sell
48,146
-704
-1% -$14.4K 0.43% 59
2025
Q2 		$1M Sell
48,850
-672
-1% -$13.7K 0.54% 54
2025
Q1 		$1.01M Sell
49,522
-2,704
-5% -$54.7K 0.59% 51
2024
Q4 		$1.05M Buy
52,226
+4,969
+11% +$101K 0.58% 45
2024
Q3 		$972K Buy
47,257
+435
+0.9% +$8.86K 0.55% 56
2024
Q2 		$934K Buy
46,822
+2,023
+5% +$40.3K 0.56% 55
2024
Q1 		$899K Buy
44,799
+3,073
+7% +$61.8K 0.55% 54
2023
Q4 		$846K Sell
41,726
-8,456
-17% -$166K 0.57% 38
2023
Q3 		$972K Buy
50,182
+336
+0.7% +$6.59K 0.71% 25
2023
Q2 		$984K Buy
49,846
+970
+2% +$19.4K 0.67% 27
2023
Q1 		$981K Buy
48,876
+4,329
+10% +$86.1K 0.7% 25
2022
Q4 		$874K Buy
+44,547
New +$866K 0.57% 36

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

Western Financial Corp's BSCS Position: Q2 2026 in Review

Western Financial Corp increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 4.3% in Q2 2026, buying an estimated $40.1K and bringing the position to 47,940 shares worth $976K. The position accounts for 0.29% of the portfolio, ranked #62.

Western Financial Corp first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q4 2024. 209 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Western Financial Corp held 47,940 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $976K as of Q2 2026.
  • Western Financial Corp bought 1,964 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $40.1K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.29% of Western Financial Corp's portfolio in Q2 2026, its #62 holding.
  • Western Financial Corp first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Western Financial Corp's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.05M in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.