Atria Wealth Solutions’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$5.61M	Sell	287,491 -34,363	-11%	-$670K	0.13%	193
2025 Q1	$6.27M	Buy	321,854 +55,845	+21%	+$1.09M	0.08%	275
2024 Q4	$5.17M	Sell	266,009 -65,729	-20%	-$1.28M	0.06%	344
2024 Q3	$6.49M	Buy	331,738 +27,527	+9%	+$535K	0.07%	284
2024 Q2	$5.83M	Buy	304,211 +14,265	+5%	+$273K	0.06%	300
2024 Q1	$5.57M	Buy	289,946 +104,070	+56%	+$2M	0.06%	310
2023 Q4	$3.59M	Buy	185,876 +149,231	+407%	+$2.83M	0.04%	406
2023 Q3	$688K	Buy	36,645 +5,879	+19%	+$111K	0.01%	988
2023 Q2	$583K	Buy	30,766 +5,248	+21%	+$100K	0.01%	1084
2023 Q1	$489K	Buy	25,518 +11,901	+87%	+$227K	0.01%	1152
2022 Q4	$258K	Buy	+13,617	New	+$256K	﹤0.01%	1445

Other funds holding BSCQ

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

MCM

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

Atria Wealth Solutions's BSCQ Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 11% in Q2 2025, selling an estimated $670K and leaving 287,491 shares worth $5.61M. The position accounts for 0.13% of the portfolio, ranked #193.

Atria Wealth Solutions first reported a position in BSCQ in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.49M in Q3 2024. 393 funds tracked by Wall St. Rank hold BSCQ as of Q2 2025.

Atria Wealth Solutions held 287,491 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $5.61M as of Q2 2025.
Atria Wealth Solutions sold 34,363 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2025, an estimated $670K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #193 holding.
Atria Wealth Solutions first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $6.49M in Q3 2024.
393 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.