Avior Wealth Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Avior Wealth 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	$1.78M	Sell	91,049 -12,975	-12%	-$254K	0.05%	262
2026 Q1	$2.03M	Sell	104,024 -29,216	-22%	-$571K	0.06%	252
2025 Q4	$2.61M	Sell	133,240 -414	-0.3%	-$8.11K	0.08%	169
2025 Q3	$2.61M	Buy	133,654 +4,255	+3%	+$83.2K	0.08%	165
2025 Q2	$2.53M	Buy	129,399 +13,222	+11%	+$258K	0.09%	161
2025 Q1	$2.26M	Buy	116,177 +34,940	+43%	+$681K	0.09%	167
2024 Q4	$1.58M	Buy	81,237 +15,985	+24%	+$311K	0.06%	209
2024 Q3	$1.28M	Buy	65,252 +7,103	+12%	+$138K	0.05%	238
2024 Q2	$1.12M	Buy	58,149 +6,251	+12%	+$120K	0.05%	248
2024 Q1	$997K	Buy	51,898 +5,395	+12%	+$104K	0.05%	287
2023 Q4	$898K	Sell	46,503 -11,172	-19%	-$212K	0.05%	229
2023 Q3	$1.08M	Buy	57,675 +15,408	+36%	+$291K	0.07%	175
2023 Q2	$801K	Buy	42,267 +18,415	+77%	+$352K	0.05%	232
2023 Q1	$457K	Buy	+23,852	New	+$454K	0.03%	371
2021 Q1	–	Sell	-1,590	Closed	-$34K	–	1012
2020 Q4	$34K	Buy	1,590 +8	+0.5%	+$174	﹤0.01%	532
2020 Q3	$34K	Buy	+1,582	New	+$34.4K	﹤0.01%	532

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

MCM

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

Avior Wealth Management's BSCQ Position: Q2 2026 in Review

Avior Wealth Management reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 12% in Q2 2026, selling an estimated $254K and leaving 91,049 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #262.

Avior Wealth Management first reported a position in BSCQ in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.61M in Q3 2025. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Avior Wealth Management held 91,049 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $1.78M as of Q2 2026.
Avior Wealth Management sold 12,975 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $254K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #262 holding.
Avior Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2020 and has held it in 16 quarters since.
Avior Wealth Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $2.61M in Q3 2025.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.