Keel Point’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Keel Point’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	$707K	Hold	34,695	–	–	0.04%	226
2026 Q1	$709K	Hold	34,695	–	–	0.05%	212
2025 Q4	$715K	Buy	34,695 +22,166	+177%	+$456K	0.04%	232
2025 Q3	$258K	Buy	12,529 +486	+4%	+$9.97K	0.02%	444
2025 Q2	$247K	Hold	12,043	–	–	0.02%	435
2025 Q1	$245K	Sell	12,043 -1,394	-10%	-$28.2K	0.02%	395
2024 Q4	$270K	Buy	13,437 +11	+0.1%	+$223	0.02%	345
2024 Q3	$276K	Buy	13,426 +7	+0.1%	+$143	0.02%	341
2024 Q2	$274K	Buy	13,419 +15	+0.1%	+$299	0.02%	334
2024 Q1	$269K	Buy	13,404 +10	+0.1%	+$201	0.03%	306
2023 Q4	$272K	Buy	+13,394	New	+$263K	0.03%	272

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

Keel Point's BSCS Position: Q2 2026 in Review

Keel Point held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 34,695 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #226.

Keel Point first reported a position in BSCS in Q4 2023 and has held it in 11 quarters since. The position peaked at $715K in Q4 2025. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Keel Point held 34,695 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $707K as of Q2 2026.
Keel Point left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.04% of Keel Point's portfolio in Q2 2026, its #226 holding.
Keel Point first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Keel Point's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $715K in Q4 2025.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.