Old Point Trust & Financial Services N A’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio BSCR Stock Details BSCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	68,458 +2,906	+4%	+$57.1K	0.41%	62
2026 Q1	$1.29M	Buy	65,552 +2,843	+5%	+$56K	0.41%	61
2025 Q4	$1.24M	Buy	62,709 +6,270	+11%	+$124K	0.39%	61
2025 Q3	$1.11M	Buy	56,439 +3,488	+7%	+$68.7K	0.36%	61
2025 Q2	$1.04M	Buy	52,951 +2,000	+4%	+$39.2K	0.36%	59
2025 Q1	$998K	Buy	50,951 +5,195	+11%	+$101K	0.35%	60
2024 Q4	$891K	Buy	+45,756	New	+$894K	0.31%	67

Other funds holding BSCR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Old Point Trust & Financial Services N A's BSCR Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its Invesco BulletShares 2027 Corporate Bond ETF (BSCR) stake by 4.4% in Q2 2026, buying an estimated $57.1K and bringing the position to 68,458 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #62.

Old Point Trust & Financial Services N A first reported a position in BSCR in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold BSCR as of Q2 2026.

Old Point Trust & Financial Services N A held 68,458 shares of Invesco BulletShares 2027 Corporate Bond ETF worth $1.34M as of Q2 2026.
Old Point Trust & Financial Services N A bought 2,906 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2026, an estimated $57.1K.
Invesco BulletShares 2027 Corporate Bond ETF made up 0.41% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #62 holding.
Old Point Trust & Financial Services N A first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
403 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.