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

Benedict 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
2022 Q4	–	Sell	-13,876	Closed	-$259K	–	115
2022 Q3	$259K	Buy	13,876 +1,976	+17%	+$38.1K	0.08%	107
2022 Q2	$229K	Sell	11,900 -272,270	-96%	-$5.3M	0.07%	115
2022 Q1	$6.04M	Buy	+284,170	New	+$5.82M	1.61%	15

Other funds holding BSCQ

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Benedict Financial Advisors's BSCQ Position: Q4 2022 in Review

Benedict Financial Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2022, closing a stake of 13,876 shares — an estimated $259K sold.

Benedict Financial Advisors first reported a position in BSCQ in Q1 2022 and held it in 3 quarters. The position peaked at $6.04M in Q1 2022. 245 funds tracked by Wall St. Rank hold BSCQ as of Q4 2022.

Benedict Financial Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Benedict Financial Advisors sold 13,876 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2022, an estimated $259K.
Benedict Financial Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Benedict Financial Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $6.04M in Q1 2022.
245 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2022.

Based on Benedict Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.