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Koss-Olinger Consulting’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Koss-Olinger Consulting’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 		$818K Buy
40,173
+440
+1% +$8.98K 0.06% 68
2026
Q1 		$811K Buy
39,733
+59
+0.1% +$1.21K 0.07% 113
2025
Q4 		$817K Buy
39,674
+5,685
+17% +$117K 0.06% 106
2025
Q3 		$696K Hold
33,989
– – 0.06% 155
2025
Q2 		$696K Sell
33,989
-4,418
-12% -$89.9K 0.06% 156
2025
Q1 		$782K Buy
38,407
+638
+2% +$12.9K 0.07% 138
2024
Q4 		$760K Buy
37,769
+26,153
+225% +$530K 0.07% 105
2024
Q3 		$239K Hold
11,616
– – 0.02% 243
2024
Q2 		$232K Buy
+11,616
New +$231K 0.02% 233
2024
Q1 		– Sell
-20,714
Closed -$420K – 79
2023
Q4 		$420K Hold
20,714
– – 0.04% 172
2023
Q3 		$401K Buy
20,714
+753
+4% +$14.8K 0.06% 152
2023
Q2 		$394K Buy
+19,961
New +$399K 0.05% 157

Other funds holding BSCS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Koss-Olinger Consulting's BSCS Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.1% in Q2 2026, buying an estimated $8.98K and bringing the position to 40,173 shares worth $818K. The position accounts for 0.06% of the portfolio, ranked #68.

Koss-Olinger Consulting first reported a position in BSCS in Q2 2023 and has held it in 12 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

  • Koss-Olinger Consulting held 40,173 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $818K as of Q2 2026.
  • Koss-Olinger Consulting bought 440 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $8.98K.
  • Invesco BulletShares 2028 Corporate Bond ETF made up 0.06% of Koss-Olinger Consulting's portfolio in Q2 2026, its #68 holding.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.