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 Q2	$606K	Hold	29,740	–	–	0.02%	624
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	–	–	0.03%	380
2025 Q1	$584K	Hold	28,700	–	–	0.04%	351
2024 Q4	$578K	Buy	28,700 +850	+3%	+$17.2K	0.03%	420
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Western Wealth Management's BSCS Position: Q2 2026 in Review

Western Wealth Management held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 29,740 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #624.

Western Wealth Management first reported a position in BSCS in Q3 2023 and has held it in 12 quarters since. The position peaked at $613K in Q4 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Western Wealth Management held 29,740 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $606K as of Q2 2026.
Western Wealth Management left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #624 holding.
Western Wealth Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Western Wealth Management's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $613K in Q4 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.