Atwood & Palmer’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Atwood & Palmer’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
2023 Q3	–	Sell	-4,895	Closed	-$92.7K	–	426
2023 Q2	$92.7K	Sell	4,895 -500	-9%	-$9.55K	0.01%	189
2023 Q1	$103K	Hold	5,395	–	–	0.01%	177
2022 Q4	$102K	Hold	5,395	–	–	0.01%	179
2022 Q3	$101K	Sell	5,395 -6,450	-54%	-$124K	0.01%	166
2022 Q2	$228K	Buy	11,845 +4,400	+59%	+$85.7K	0.02%	134
2022 Q1	$149K	Buy	7,445 +2,225	+43%	+$45.6K	0.01%	152
2021 Q4	$110K	Buy	5,220 +5,100	+4,250%	+$108K	0.01%	184
2021 Q3	$3K	Buy	+120	New	+$2.59K	﹤0.01%	399

Other funds holding BSCQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atwood & Palmer's BSCQ Position: Q3 2023 in Review

Atwood & Palmer sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2023, closing a stake of 4,895 shares — an estimated $92.7K sold.

Atwood & Palmer first reported a position in BSCQ in Q3 2021 and held it in 8 quarters. The position peaked at $228K in Q2 2022. 275 funds tracked by Wall St. Rank hold BSCQ as of Q3 2023.

Atwood & Palmer reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
Atwood & Palmer sold 4,895 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2023, an estimated $92.7K.
Atwood & Palmer first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2021 and held it in 8 quarters.
Atwood & Palmer's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $228K in Q2 2022.
275 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2023.

Based on Atwood & Palmer's 13F filing for Q3 2023, filed 20 Oct 2023.