Matthew Goff Investment Advisor’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Matthew Goff Investment Advisor’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	$3.18M	Buy	156,188 +83,822	+116%	+$1.71M	0.54%	40
2026 Q1	$1.48M	Sell	72,366 -4,084	-5%	-$83.9K	0.25%	60
2025 Q4	$1.57M	Sell	76,450 -16,812	-18%	-$346K	0.28%	46
2025 Q3	$1.92M	Sell	93,262 -2,870	-3%	-$58.9K	0.33%	48
2025 Q2	$1.97M	Sell	96,132 -2,467	-3%	-$50.2K	0.36%	46
2025 Q1	$2.01M	Sell	98,599 -3,123	-3%	-$63.2K	0.37%	50
2024 Q4	$2.05M	Sell	101,722 -21,828	-18%	-$443K	0.38%	52
2024 Q3	$2.54M	Sell	123,550 -1,827	-1%	-$37.2K	0.48%	46
2024 Q2	$2.5M	Sell	125,377 -1,304	-1%	-$26K	0.51%	45
2024 Q1	$2.54M	Sell	126,681 -1,701	-1%	-$34.2K	0.51%	42
2023 Q4	$2.6M	Buy	128,382 +37,761	+42%	+$741K	0.58%	41
2023 Q3	$1.75M	Sell	90,621 -192	-0.2%	-$3.77K	0.42%	45
2023 Q2	$1.79M	Sell	90,813 -697	-0.8%	-$13.9K	0.42%	46
2023 Q1	$1.84M	Sell	91,510 -2,334	-2%	-$46.4K	0.46%	44
2022 Q4	$1.84M	Buy	+93,844	New	+$1.82M	0.48%	41

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

Matthew Goff Investment Advisor's BSCS Position: Q2 2026 in Review

Matthew Goff Investment Advisor increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 116% in Q2 2026, buying an estimated $1.71M and bringing the position to 156,188 shares worth $3.18M. The position accounts for 0.54% of the portfolio, ranked #40.

Matthew Goff Investment Advisor first reported a position in BSCS in Q4 2022 and has held it in 15 quarters since. 400 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Matthew Goff Investment Advisor held 156,188 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $3.18M as of Q2 2026.
Matthew Goff Investment Advisor bought 83,822 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $1.71M.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.54% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #40 holding.
Matthew Goff Investment Advisor first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
400 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.