Whitener Capital Management’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Whitener Capital 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	$3.02M	Buy	148,307 +18,450	+14%	+$377K	0.64%	37
2026 Q1	$2.65M	Buy	129,857 +15,474	+14%	+$318K	0.61%	40
2025 Q4	$2.36M	Buy	114,383 +17,193	+18%	+$354K	0.54%	42
2025 Q3	$2M	Buy	97,190 +36,239	+59%	+$744K	0.48%	45
2025 Q2	$1.25M	Buy	60,951 +18,947	+45%	+$386K	0.33%	65
2025 Q1	$855K	Buy	42,004 +15,644	+59%	+$317K	0.24%	77
2024 Q4	$531K	Buy	+26,360	New	+$535K	0.15%	99
2019 Q4	–	Sell	-4,450	Closed	-$97K	–	180
2019 Q3	$97K	Hold	4,450	–	–	0.05%	169
2019 Q2	$96K	Hold	4,450	–	–	0.05%	171
2019 Q1	$92K	Buy	+4,450	New	+$89.9K	0.06%	165

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

Whitener Capital Management's BSCS Position: Q2 2026 in Review

Whitener Capital Management increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 14% in Q2 2026, buying an estimated $377K and bringing the position to 148,307 shares worth $3.02M. The position accounts for 0.64% of the portfolio, ranked #37.

Whitener Capital Management first reported a position in BSCS in Q1 2019 and has held it in 10 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Whitener Capital Management held 148,307 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.02M as of Q2 2026.
Whitener Capital Management bought 18,450 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $377K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.64% of Whitener Capital Management's portfolio in Q2 2026, its #37 holding.
Whitener Capital Management first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2019 and has held it in 10 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

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