XY Planning Network’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

XY Planning Network’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 Q3	$1.24M	Buy	61,431 +10,316	+20%	+$209K	0.13%	138
2026 Q2	$1.04M	Buy	51,115 +1,869	+4%	+$38.2K	0.13%	144
2026 Q1	$1.01M	Sell	49,246 -31,071	-39%	-$639K	0.16%	126
2025 Q4	$1.65M	Buy	80,317 +55,525	+224%	+$1.14M	0.29%	85
2025 Q3	$508K	Hold	24,792	–	–	0.17%	107
2025 Q2	$508K	Buy	+24,792	New	+$505K	0.17%	107

Other funds holding BSCS

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return

XY Planning Network's BSCS Position: Q3 2026 in Review

XY Planning Network increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 20% in Q3 2026, buying an estimated $209K and bringing the position to 61,431 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #138.

XY Planning Network first reported a position in BSCS in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q4 2025. 124 funds tracked by Wall St. Rank hold BSCS as of Q3 2026.

XY Planning Network held 61,431 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.24M as of Q3 2026.
XY Planning Network bought 10,316 Invesco BulletShares 2028 Corporate Bond ETF shares in Q3 2026, an estimated $209K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.13% of XY Planning Network's portfolio in Q3 2026, its #138 holding.
XY Planning Network first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.65M in Q4 2025.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.