Kohmann Bosshard Financial Services’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Kohmann Bosshard Financial Services’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	$2.47M	Hold	121,210	–	–	0.21%	45
2026 Q1	$2.48M	Sell	121,210 -1,503	-1%	-$30.9K	0.24%	42
2025 Q4	$2.53M	Buy	122,713 +49,022	+67%	+$1.01M	0.23%	49
2025 Q3	$1.52M	Buy	73,691 +419	+0.6%	+$8.6K	0.16%	66
2025 Q2	$1.5M	Buy	73,272 +66	+0.1%	+$1.34K	0.17%	58
2025 Q1	$1.49M	Buy	73,206 +173	+0.2%	+$3.5K	0.18%	60
2024 Q4	$1.47M	Buy	73,033 +19,566	+37%	+$397K	0.18%	59
2024 Q3	$1.1M	Buy	53,467 +5,030	+10%	+$102K	0.14%	72
2024 Q2	$966K	Buy	48,437 +1,195	+3%	+$23.8K	0.13%	75
2024 Q1	$948K	Buy	47,242 +6,969	+17%	+$140K	0.13%	78
2023 Q4	$817K	Buy	40,273 +16,224	+67%	+$318K	0.12%	80
2023 Q3	$466K	Buy	24,049 +8,093	+51%	+$159K	0.08%	103
2023 Q2	$315K	Hold	15,956	–	–	0.05%	133
2023 Q1	$320K	Hold	15,956	–	–	0.06%	114
2022 Q4	$313K	Buy	+15,956	New	+$310K	0.06%	109

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

Kohmann Bosshard Financial Services's BSCS Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) position steady in Q2 2026 at 121,210 shares worth $2.47M. The position accounts for 0.21% of the portfolio, ranked #45.

Kohmann Bosshard Financial Services first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.53M in Q4 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Kohmann Bosshard Financial Services held 121,210 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $2.47M as of Q2 2026.
Kohmann Bosshard Financial Services left its Invesco BulletShares 2028 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.21% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #45 holding.
Kohmann Bosshard Financial Services first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Kohmann Bosshard Financial Services's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $2.53M in Q4 2025.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.