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 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

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

XY Planning Network's BSCS Position: Q2 2026 in Review

XY Planning Network increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 3.8% in Q2 2026, buying an estimated $38.2K and bringing the position to 51,115 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #144.

XY Planning Network first reported a position in BSCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.65M in Q4 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

XY Planning Network held 51,115 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.04M as of Q2 2026.
XY Planning Network bought 1,869 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $38.2K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.13% of XY Planning Network's portfolio in Q2 2026, its #144 holding.
XY Planning Network first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $1.65M in Q4 2025.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.