Old Point Trust & Financial Services N A’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Old Point Trust & Financial Services N A’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	$1.35M	Buy	66,495 +2,983	+5%	+$60.9K	0.41%	61
2026 Q1	$1.3M	Buy	63,512 +3,895	+7%	+$80.1K	0.42%	60
2025 Q4	$1.23M	Buy	59,617 +4,970	+9%	+$102K	0.38%	62
2025 Q3	$1.12M	Buy	54,647 +8,025	+17%	+$165K	0.36%	60
2025 Q2	$955K	Buy	46,622 +7,725	+20%	+$157K	0.33%	62
2025 Q1	$792K	Buy	38,897 +3,545	+10%	+$71.7K	0.28%	71
2024 Q4	$712K	Buy	+35,352	New	+$717K	0.25%	74

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

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

Old Point Trust & Financial Services N A increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 4.7% in Q2 2026, buying an estimated $60.9K and bringing the position to 66,495 shares worth $1.35M. The position accounts for 0.41% of the portfolio, ranked #61.

Old Point Trust & Financial Services N A first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Old Point Trust & Financial Services N A held 66,495 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $1.35M as of Q2 2026.
Old Point Trust & Financial Services N A bought 2,983 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $60.9K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.41% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #61 holding.
Old Point Trust & Financial Services N A first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
398 funds tracked by Wall St. Rank held Invesco BulletShares 2028 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.