American Institute for Advanced Investment Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

American Institute for Advanced Investment Management’s Portfolio BSCQ Stock Details BSCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$687K	Hold	35,190	–	–	0.4%	74
2026 Q1	$687K	Buy	35,190 +257	+0.7%	+$5.03K	0.45%	71
2025 Q4	$684K	Hold	34,933	–	–	0.44%	64
2025 Q3	$683K	Buy	34,933 +240	+0.7%	+$4.69K	0.45%	67
2025 Q2	$677K	Buy	34,693 +2,360	+7%	+$46K	0.48%	59
2025 Q1	$630K	Buy	32,333 +3,570	+12%	+$69.5K	0.48%	59
2024 Q4	$559K	Buy	28,763 +4,793	+20%	+$93.3K	0.42%	71
2024 Q3	$469K	Buy	23,970 +1,650	+7%	+$32.1K	0.34%	79
2024 Q2	$428K	Buy	22,320 +260	+1%	+$4.98K	0.33%	81
2024 Q1	$424K	Buy	22,060 +4,450	+25%	+$85.6K	0.34%	83
2023 Q4	$340K	Buy	17,610 +2,945	+20%	+$55.8K	0.3%	86
2023 Q3	$275K	Buy	14,665 +4,380	+43%	+$82.8K	0.26%	96
2023 Q2	$195K	Buy	+10,285	New	+$196K	0.17%	114

Other funds holding BSCQ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

American Institute for Advanced Investment Management's BSCQ Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) position steady in Q2 2026 at 35,190 shares worth $687K. The position accounts for 0.4% of the portfolio, ranked #74.

American Institute for Advanced Investment Management first reported a position in BSCQ in Q2 2023 and has held it in 13 quarters since. The position peaked at $687K in Q1 2026. 267 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

American Institute for Advanced Investment Management held 35,190 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $687K as of Q2 2026.
American Institute for Advanced Investment Management left its Invesco BulletShares 2026 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.4% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #74 holding.
American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
American Institute for Advanced Investment Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $687K in Q1 2026.
267 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.