Western Wealth Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Western Wealth Management’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 Q1	$607K	Hold	29,740	–	–	0.02%	584
2025 Q4	$613K	Hold	29,740	–	–	0.03%	468
2025 Q3	$612K	Buy	29,740 +1,040	+4%	+$21.3K	0.03%	404
2025 Q2	$588K	Hold	28,700	–	–	0.04%	380
2025 Q1	$584K	Hold	28,700	–	–	0.04%	351
2024 Q4	$578K	Buy	28,700 +850	+3%	+$17.2K	0.04%	347
2024 Q3	$573K	Buy	27,850 +2,000	+8%	+$40.7K	0.03%	428
2024 Q2	$516K	Buy	25,850 +5,000	+24%	+$99.6K	0.04%	361
2024 Q1	$418K	Hold	20,850	–	–	0.03%	413
2023 Q4	$423K	Buy	20,850 +4,500	+28%	+$88.3K	0.03%	457
2023 Q3	$317K	Buy	+16,350	New	+$321K	0.03%	494

Other funds holding BSCS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return