KP
BSCS icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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 $653B AUM 32.41% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return