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

BankPlus 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	–	Sell	-26,770	Closed	-$523K	–	128
2026 Q1	$523K	Buy	26,770 +331	+1%	+$6.47K	0.27%	65
2025 Q4	$518K	Buy	26,439 +7,943	+43%	+$156K	0.29%	66
2025 Q3	$362K	Buy	18,496 +4,705	+34%	+$92K	0.21%	87
2025 Q2	$269K	Buy	13,791 +1,224	+10%	+$23.9K	0.18%	88
2025 Q1	$245K	Buy	12,567 +355	+3%	+$6.92K	0.18%	91
2024 Q4	$237K	Buy	+12,212	New	+$238K	0.18%	95

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

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

BankPlus Wealth Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2026, closing a stake of 26,770 shares — an estimated $523K sold.

BankPlus Wealth Management first reported a position in BSCQ in Q4 2024 and held it in 6 quarters. The position peaked at $523K in Q1 2026. 396 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

BankPlus Wealth Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
BankPlus Wealth Management sold 26,770 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $523K.
BankPlus Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
BankPlus Wealth Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $523K in Q1 2026.
396 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.