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

Beaird Harris 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
2024 Q2	–	Sell	-82	Closed	-$1.58K	–	725
2024 Q1	$1.58K	Buy	+82	New	+$1.58K	﹤0.01%	496
2022 Q3	–	Sell	-2,809	Closed	-$54K	–	485
2022 Q2	$54K	Hold	2,809	–	–	0.01%	132
2022 Q1	$56K	Hold	2,809	–	–	0.02%	177
2021 Q4	$59K	Buy	+2,809	New	+$59.6K	0.02%	219

Other funds holding BSCQ

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HBT

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Beaird Harris Wealth Management's BSCQ Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2024, closing a stake of 82 shares — an estimated $1.58K sold.

Beaird Harris Wealth Management first reported a position in BSCQ in Q4 2021 and held it in 4 quarters. The position peaked at $59K in Q4 2021. 321 funds tracked by Wall St. Rank hold BSCQ as of Q2 2024.

Beaird Harris Wealth Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 82 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2024, an estimated $1.58K.
Beaird Harris Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Beaird Harris Wealth Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $59K in Q4 2021.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.