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Belpointe Asset Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Belpointe Asset 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
Q1 		$1.73M Buy
88,377
+4,986
+6% +$97.5K 0.06% 276
2025
Q4 		$1.63M Buy
83,391
+9,484
+13% +$186K 0.06% 270
2025
Q3 		$1.45M Buy
73,907
+31,137
+73% +$609K 0.06% 300
2025
Q2 		$835K Buy
42,770
+32,266
+307% +$629K 0.03% 411
2025
Q1 		$205K Sell
10,504
-2,646
-20% -$51.5K 0.01% 857
2024
Q4 		$256K Sell
13,150
-165
-1% -$3.21K 0.02% 718
2024
Q3 		$260K Buy
+13,315
New +$259K 0.02% 711
2023
Q2 		– Sell
-582
Closed -$11.2K – 945
2023
Q1 		$11.2K Buy
582
+467
+406% +$8.89K ﹤0.01% 2660
2022
Q4 		$2.18K Buy
+115
New +$2.16K ﹤0.01% 3227

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return