Western Financial Corp
BSCS icon

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
Q3 		$968K Buy
48,085
+145
+0.3% +$2.94K 0.32% 69
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% +$6.6K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Clearstead Advisors
Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return
Fusion Family Wealth
Fusion Family Wealth Woodbury, New York $1.51B AUM 14.66% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
MONECO Advisors
MONECO Advisors Fairfield, Connecticut $1.71B AUM 18.49% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Western Financial Corp's BSCS Position: Q3 2026 in Review

Western Financial Corp increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.3% in Q3 2026, buying an estimated $2.94K and bringing the position to 48,085 shares worth $968K. The position accounts for 0.32% of the portfolio, ranked #69.

Western Financial Corp first reported a position in BSCS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.05M in Q4 2024. 285 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

  • Western Financial Corp held 48,085 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $968K as of Q3 2026.
  • Western Financial Corp bought 145 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $2.94K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.32% of Western Financial Corp's portfolio in Q3 2026, its #69 holding.
  • Western Financial Corp first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Western Financial Corp's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.05M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.