Vantage Point Financial’s Invesco BulletShares 2028 Corporate Bond ETF BSCS Stock Holding History

Vantage Point Financial’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	$891K	Buy	43,730 +737	+2%	+$15K	0.27%	68
2026 Q1	$878K	Sell	42,993 -655	-2%	-$13.5K	0.31%	67
2025 Q4	$899K	Sell	43,648 -559	-1%	-$11.5K	0.32%	63
2025 Q3	$909K	Sell	44,207 -4,130	-9%	-$84.8K	0.35%	57
2025 Q2	$990K	Sell	48,337 -514	-1%	-$10.5K	0.43%	48
2025 Q1	$994K	Buy	48,851 +3,223	+7%	+$65.2K	0.5%	45
2024 Q4	$918K	Buy	+45,628	New	+$926K	0.5%	43

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

Vantage Point Financial's BSCS Position: Q2 2026 in Review

Vantage Point Financial increased its Invesco BulletShares 2028 Corporate Bond ETF (BSCS) stake by 1.7% in Q2 2026, buying an estimated $15K and bringing the position to 43,730 shares worth $891K. The position accounts for 0.27% of the portfolio, ranked #68.

Vantage Point Financial first reported a position in BSCS in Q4 2024 and has held it in 7 quarters since. The position peaked at $994K in Q1 2025. 399 funds tracked by Wall St. Rank hold BSCS as of Q2 2026.

Vantage Point Financial held 43,730 shares of Invesco BulletShares 2028 Corporate Bond ETF worth $891K as of Q2 2026.
Vantage Point Financial bought 737 Invesco BulletShares 2028 Corporate Bond ETF shares in Q2 2026, an estimated $15K.
Invesco BulletShares 2028 Corporate Bond ETF made up 0.27% of Vantage Point Financial's portfolio in Q2 2026, its #68 holding.
Vantage Point Financial first reported a position in Invesco BulletShares 2028 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's Invesco BulletShares 2028 Corporate Bond ETF position peaked at $994K in Q1 2025.
399 funds tracked by Wall St. Rank held Invesco BulletShares 2028 Corporate Bond ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.