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Beaumont Financial Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Beaumont Financial Advisors’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 		$205K Sell
10,487
-426
-4% -$8.32K 0.01% 366
2026
Q1 		$213K Sell
10,913
-63,213
-85% -$1.24M 0.01% 344
2025
Q4 		$1.45M Buy
74,126
+259
+0.4% +$5.07K 0.1% 128
2025
Q3 		$1.44M Buy
73,867
+216
+0.3% +$4.22K 0.1% 128
2025
Q2 		$1.44M Sell
73,651
-1,545
-2% -$30.1K 0.1% 118
2025
Q1 		$1.46M Sell
75,196
-1,772
-2% -$34.5K 0.11% 118
2024
Q4 		$1.5M Buy
76,968
+3,606
+5% +$70.2K 0.11% 119
2024
Q3 		$1.43M Sell
73,362
-18,778
-20% -$365K 0.11% 113
2024
Q2 		$1.77M Buy
92,140
+3,241
+4% +$62.1K 0.14% 97
2024
Q1 		$1.71M Buy
88,899
+1,272
+1% +$24.5K 0.14% 96
2023
Q4 		$1.69M Sell
87,627
-7,105
-8% -$135K 0.15% 92
2023
Q3 		$1.78M Sell
94,732
-3,611
-4% -$68.3K 0.18% 82
2023
Q2 		$1.86M Sell
98,343
-3,241
-3% -$61.9K 0.17% 94
2023
Q1 		$1.95M Sell
101,584
-2,392
-2% -$45.5K 0.2% 76
2022
Q4 		$1.97M Sell
103,976
-69
-0.1% -$1.3K 0.2% 73
2022
Q3 		$1.94M Buy
104,045
+89,959
+639% +$1.73M 0.19% 72
2022
Q2 		$271K Hold
14,086
– – 0.02% 260
2022
Q1 		$281K Hold
14,086
– – 0.02% 291
2021
Q4 		$298K Sell
14,086
-1,969
-12% -$41.8K 0.02% 274
2021
Q3 		$344K Buy
16,055
+9
+0.1% +$194 0.03% 254
2021
Q2 		$345K Buy
16,046
+9
+0.1% +$193 0.03% 270
2021
Q1 		$342K Sell
16,037
-2,625
-14% -$56.8K 0.03% 251
2020
Q4 		$409K Sell
18,662
-210,644
-92% -$4.58M 0.04% 222
2020
Q3 		$4.96M Sell
229,306
-156,010
-40% -$3.39M 0.47% 63
2020
Q2 		$8.28M Buy
385,316
+85,094
+28% +$1.78M 0.87% 41
2020
Q1 		$5.91M Buy
+300,222
New +$6.14M 0.75% 40

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
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

Beaumont Financial Advisors's BSCQ Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 3.9% in Q2 2026, selling an estimated $8.32K and leaving 10,487 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #366.

Beaumont Financial Advisors first reported a position in BSCQ in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.28M in Q2 2020. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Beaumont Financial Advisors held 10,487 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $205K as of Q2 2026.
  • Beaumont Financial Advisors sold 426 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $8.32K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #366 holding.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Beaumont Financial Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $8.28M in Q2 2020.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.