Vermillion & White Wealth Management Group, LLC BSCS — INVESCO BULLETSHARS 2028CORP BD ETF

Ownership history in Vermillion & White Wealth Management Group, LLC  ·  8 quarters on record

AI Ownership Summary

Vermillion & White Wealth Management Group, LLC reported INVESCO BULLETSHARS 2028CORP BD ETF (BSCS) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.41% in 2025 Q4. The latest visible filing shows BSCS at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BSCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vermillion & White Wealth Management Group, LLC's position in INVESCO BULLETSHARS 2028CORP BD ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BSCS was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSCS stock page Vermillion & White Wealth Management Group, LLC fund profile Vermillion & White Wealth Management Group, LLC full holdings
How Vermillion & White Wealth Management Group, LLC held BSCS — position size vs. price
% of Fund (quarterly)    BSCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 36,619 +33,516 +1080.1% 0.41% $756K 2026-02-18 $20.29
2025 Q3 UNCHANGED — — — 3,103 — 0% 0.04% $64K 2025-11-26 $20.07
2025 Q2 UNCHANGED — — — 3,103 — 0% 0.04% $64K 2025-08-13 $19.78
2025 Q1 UNCHANGED — — — 3,103 — 0% 0.05% $63K 2025-05-15 $19.34
2024 Q4 UNCHANGED — — — 3,103 — 0% 0.05% $62K 2025-02-14 $19.01
2024 Q3 UNCHANGED — — — 3,103 — 0% 0.05% $64K 2024-11-13 $18.76
2024 Q2 UNCHANGED — — — 3,103 — 0% 0.05% $62K 2024-08-14 $18.76
2024 Q1 INITIATED — — — 3,103 — — 0.05% $62K 2024-05-15 $18.16

🏢 Other funds also holding BSCS

As of 2026 Q2 — sorted by position size

Red Spruce Capital, LLC 3Y 3.13% Clark Asset Management, LLC 2.01% Ballew Advisors, Inc 3Y 7Y 0.29% Trilogy Capital Inc. 3Y 7Y 0.19% Avior Wealth Management, LLC 3Y 7Y 0.08% Somerset Trust Co 3Y 7Y 0.06% Sarver Vrooman Wealth Advisors 0.04% SigFig Wealth Management, LLC 3Y 7Y 0.01% EASTERN BANK 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About Vermillion & White Wealth Management Group, LLC and BSCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vermillion & White Wealth Management Group, LLC reported owning BSCS?

Vermillion & White Wealth Management Group, LLC reported BSCS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported BSCS position in Vermillion & White Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for BSCS was 0.41% in 2025 Q4.

What is the latest reported BSCS position on this page?

The most recent filing on this page is 2025 Q4, when Vermillion & White Wealth Management Group, LLC reported 36,619 shares, equal to 0.41% of portfolio, with an estimated market value of $756K.

What does the chart on this BSCS ownership page compare?

The chart compares Vermillion & White Wealth Management Group, LLC's quarterly BSCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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