Berkshire Money Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Berkshire Money 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 Q2	$516K	Sell	26,453 -2,489	-9%	-$48.6K	0.05%	48
2026 Q1	$565K	Hold	28,942	–	–	0.06%	49
2025 Q4	$567K	Hold	28,942	–	–	0.05%	63
2025 Q3	$566K	Hold	28,942	–	–	0.06%	43
2025 Q2	$565K	Hold	28,942	–	–	0.06%	59
2025 Q1	$564K	Hold	28,942	–	–	0.06%	47
2024 Q4	$562K	Hold	28,942	–	–	0.06%	46
2024 Q3	$566K	Hold	28,942	–	–	0.06%	33
2024 Q2	$555K	Hold	28,942	–	–	0.07%	33
2024 Q1	$556K	Buy	28,942 +7,756	+37%	+$149K	0.07%	44
2023 Q4	$409K	Hold	21,186	–	–	0.05%	39
2023 Q3	$398K	Buy	21,186 +4,994	+31%	+$94.4K	0.06%	39
2023 Q2	$307K	Hold	16,192	–	–	0.04%	45
2023 Q1	$310K	Buy	16,192 +2,489	+18%	+$47.4K	0.05%	44
2022 Q4	$259K	Hold	13,703	–	–	0.04%	45
2022 Q3	$255K	Buy	+13,703	New	+$264K	0.04%	43

Other funds holding BSCQ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Berkshire Money Management's BSCQ Position: Q2 2026 in Review

Berkshire Money Management reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 8.6% in Q2 2026, selling an estimated $48.6K and leaving 26,453 shares worth $516K. The position accounts for 0.05% of the portfolio, ranked #48.

Berkshire Money Management first reported a position in BSCQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $567K in Q4 2025. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Berkshire Money Management held 26,453 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $516K as of Q2 2026.
Berkshire Money Management sold 2,489 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $48.6K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.05% of Berkshire Money Management's portfolio in Q2 2026, its #48 holding.
Berkshire Money Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
Berkshire Money Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $567K in Q4 2025.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.