AIM
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Aspen Investment Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Aspen 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
Q1 		$1.87M Sell
95,595
-41,950
-30% -$821K 0.57% 57
2025
Q4 		$2.69M Sell
137,545
-1,500
-1% -$29.4K 0.81% 30
2025
Q3 		$2.72M Sell
139,045
-2,240
-2% -$43.8K 1.05% 22
2025
Q2 		$2.76M Buy
141,285
+27,800
+24% +$542K 1.16% 20
2025
Q1 		$2.21M Buy
113,485
+4,255
+4% +$82.9K 1.02% 25
2024
Q4 		$2.12M Buy
109,230
+16,345
+18% +$318K 0.99% 26
2024
Q3 		$1.82M Buy
92,885
+700
+0.8% +$13.6K 0.85% 33
2024
Q2 		$1.77M Buy
92,185
+265
+0.3% +$5.08K 0.88% 31
2024
Q1 		$1.77M Buy
91,920
+1,375
+2% +$26.5K 0.9% 30
2023
Q4 		$1.75M Buy
+90,545
New +$1.72M 0.98% 31

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return