Wingate Wealth Advisors’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Wingate Wealth Advisors’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	$1.67M	Buy	81,973 +548	+0.7%	+$11.2K	0.74%	32
2026 Q1	$1.66M	Buy	81,425 +2,094	+3%	+$43K	0.89%	31
2025 Q4	$1.63M	Buy	79,331 +613	+0.8%	+$12.6K	0.91%	31
2025 Q3	$1.62M	Buy	78,718 +3,083	+4%	+$63.3K	1.12%	29
2025 Q2	$1.55M	Buy	75,635 +609	+0.8%	+$12.4K	1.38%	27
2025 Q1	$1.53M	Buy	75,026 +33,821	+82%	+$684K	1.76%	19
2024 Q4	$829K	Buy	+41,205	New	+$836K	0.81%	37

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

Wingate Wealth Advisors's BSCS Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 0.67% in Q2 2026, buying an estimated $11.2K and bringing the position to 81,973 shares worth $1.67M. The position accounts for 0.74% of the portfolio, ranked #32.

Wingate Wealth Advisors first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Wingate Wealth Advisors held 81,973 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.67M as of Q2 2026.
Wingate Wealth Advisors bought 548 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $11.2K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.74% of Wingate Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.