BFG
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Berger Financial Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Berger Financial Group’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 		$3.24M Sell
166,080
-6,769
-4% -$132K 0.17% 112
2026
Q1 		$3.38M Sell
172,849
-6,761
-4% -$132K 0.19% 105
2025
Q4 		$3.52M Sell
179,610
-603
-0.3% -$11.8K 0.2% 104
2025
Q3 		$3.52M Sell
180,213
-6,239
-3% -$122K 0.21% 103
2025
Q2 		$3.64M Sell
186,452
-6,213
-3% -$121K 0.24% 99
2025
Q1 		$3.75M Sell
192,665
-7,813
-4% -$152K 0.26% 98
2024
Q4 		$3.9M Buy
200,478
+16,963
+9% +$330K 0.27% 88
2024
Q3 		$3.59M Buy
183,515
+7,338
+4% +$143K 0.26% 90
2024
Q2 		$3.38M Buy
176,177
+29,685
+20% +$569K 0.27% 89
2024
Q1 		$2.81M Buy
146,492
+9,197
+7% +$177K 0.23% 99
2023
Q4 		$2.65M Buy
137,295
+22,771
+20% +$432K 0.27% 88
2023
Q3 		$2.15M Buy
114,524
+44,121
+63% +$834K 0.25% 92
2023
Q2 		$1.33M Buy
70,403
+39,943
+131% +$763K 0.15% 105
2023
Q1 		$584K Buy
30,460
+6,175
+25% +$118K 0.07% 144
2022
Q4 		$460K Buy
24,285
+6,818
+39% +$128K 0.06% 160
2022
Q3 		$326K Buy
+17,467
New +$337K 0.05% 176

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
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
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Berger Financial Group's BSCQ Position: Q2 2026 in Review

Berger Financial Group reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 3.9% in Q2 2026, selling an estimated $132K and leaving 166,080 shares worth $3.24M. The position accounts for 0.17% of the portfolio, ranked #112.

Berger Financial Group first reported a position in BSCQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.9M in Q4 2024. 280 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Berger Financial Group held 166,080 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $3.24M as of Q2 2026.
  • Berger Financial Group sold 6,769 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $132K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.17% of Berger Financial Group's portfolio in Q2 2026, its #112 holding.
  • Berger Financial Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Berger Financial Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $3.9M in Q4 2024.
  • 280 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

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