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Keel Point’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Keel Point’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.29M Buy
65,633
+4,494
+7% +$88.6K 0.09% 139
2025
Q4 		$1.21M Buy
61,139
+25,986
+74% +$513K 0.07% 165
2025
Q3 		$693K Buy
35,153
+1,540
+5% +$30.3K 0.04% 237
2025
Q2 		$660K Buy
33,613
+16
+0% +$313 0.04% 243
2025
Q1 		$658K Buy
33,597
+5,177
+18% +$101K 0.05% 198
2024
Q4 		$554K Buy
28,420
+16,523
+139% +$323K 0.04% 216
2024
Q3 		$235K Buy
11,897
+7
+0.1% +$137 0.02% 386
2024
Q2 		$233K Buy
11,890
+15
+0.1% +$288 0.02% 379
2024
Q1 		$229K Buy
11,875
+10
+0.1% +$193 0.02% 339
2023
Q4 		$231K Buy
+11,865
New +$225K 0.03% 302

Other funds holding BSCR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Keel Point's BSCR Position: Q1 2026 in Review

Keel Point increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 7.4% in Q1 2026, buying an estimated $88.6K and bringing the position to 65,633 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #139.

Keel Point first reported a position in BSCR in Q4 2023 and has held it in 10 quarters since. 400 funds tracked by Wall St. Rank hold BSCR as of Q1 2026.

  • Keel Point held 65,633 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.29M as of Q1 2026.
  • Keel Point bought 4,494 Invesco BulletShares 2027 Corporate Bond ETF shares in Q1 2026, an estimated $88.6K.
  • Invesco BulletShares 2027 Corporate Bond ETF made up 0.09% of Keel Point's portfolio in Q1 2026, its #139 holding.
  • Keel Point first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 400 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.