Avidian Wealth Enterprises’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Avidian Wealth Enterprises’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
2024 Q4	–	Sell	-12,337	Closed	-$241K	–	510
2024 Q3	$241K	Hold	12,337	–	–	0.01%	443
2024 Q2	$237K	Sell	12,337 -13	-0.1%	-$249	0.01%	445
2024 Q1	$237K	Sell	12,350 -2,109	-15%	-$40.6K	0.01%	392
2023 Q4	$279K	Sell	14,459 -608	-4%	-$11.5K	0.02%	355
2023 Q3	$283K	Sell	15,067 -20	-0.1%	-$378	0.02%	334
2023 Q2	$286K	Buy	+15,087	New	+$288K	0.02%	343

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Avidian Wealth Enterprises's BSCQ Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2024, closing a stake of 12,337 shares — an estimated $241K sold.

Avidian Wealth Enterprises first reported a position in BSCQ in Q2 2023 and held it in 6 quarters. The position peaked at $286K in Q2 2023. 367 funds tracked by Wall St. Rank hold BSCQ as of Q4 2024.

Avidian Wealth Enterprises reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Avidian Wealth Enterprises sold 12,337 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2024, an estimated $241K.
Avidian Wealth Enterprises first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2023 and held it in 6 quarters.
Avidian Wealth Enterprises's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $286K in Q2 2023.
367 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.