KP
BSCU icon

Keel Point’s Invesco BulletShares 2030 Corporate Bond ETF BSCU Stock Holding History

Keel Point’s Portfolio BSCU Stock Details BSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$820K Buy
49,027
+6,306
+15% +$106K 0.05% 194
2025
Q4 		$723K Buy
42,721
+7,938
+23% +$134K 0.04% 230
2025
Q3 		$588K Buy
34,783
+11,834
+52% +$199K 0.04% 266
2025
Q2 		$385K Hold
22,949
– – 0.03% 356
2025
Q1 		$381K Buy
+22,949
New +$378K 0.03% 302

Other funds holding BSCU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keel Point's BSCU Position: Q1 2026 in Review

Keel Point increased its Invesco BulletShares 2030 Corporate Bond ETF (BSCU) stake by 15% in Q1 2026, buying an estimated $106K and bringing the position to 49,027 shares worth $820K. The position accounts for 0.05% of the portfolio, ranked #194.

Keel Point first reported a position in BSCU in Q1 2025 and has held it in 5 quarters since. 299 funds tracked by Wall St. Rank hold BSCU as of Q1 2026.

  • Keel Point held 49,027 shares of Invesco BulletShares 2030 Corporate Bond ETF worth $820K as of Q1 2026.
  • Keel Point bought 6,306 Invesco BulletShares 2030 Corporate Bond ETF shares in Q1 2026, an estimated $106K.
  • Invesco BulletShares 2030 Corporate Bond ETF made up 0.05% of Keel Point's portfolio in Q1 2026, its #194 holding.
  • Keel Point first reported a position in Invesco BulletShares 2030 Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco BulletShares 2030 Corporate Bond ETF as of Q1 2026.

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