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Willis Johnson & Associates’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Willis Johnson & Associates’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 		– Sell
-14,411
Closed -$297K – 200
2025
Q4 		$297K Hold
14,411
– – 0.02% 144
2025
Q3 		$296K Hold
14,411
– – 0.02% 143
2025
Q2 		$295K Hold
14,411
– – 0.02% 132
2025
Q1 		$293K Buy
+14,411
New +$292K 0.02% 128

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Willis Johnson & Associates's BSCS Position: Q1 2026 in Review

Willis Johnson & Associates sold out of Invesco BulletShares 2028 Corporate Bond ETF (BSCS) in Q1 2026, closing a stake of 14,411 shares — an estimated $297K sold.

Willis Johnson & Associates first reported a position in BSCS in Q1 2025 and held it in 4 quarters. The position peaked at $297K in Q4 2025. 390 funds tracked by Wall St. Rank hold BSCS as of Q1 2026.

  • Willis Johnson & Associates reported no remaining Invesco BulletShares 2028 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 14,411 Invesco BulletShares 2028 Corporate Bond ETF shares in Q1 2026, an estimated $297K.
  • Willis Johnson & Associates first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q1 2025 and held it in 4 quarters.
  • Willis Johnson & Associates's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $297K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.