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

Bruderman 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
2022 Q1	–	Sell	-11,187	Closed	-$236K	–	75
2021 Q4	$236K	Sell	11,187 -86,117	-89%	-$1.83M	0.18%	90
2021 Q3	$2.08M	Buy	+97,304	New	+$2.1M	0.52%	62
2021 Q2	–	Sell	-87,964	Closed	-$1.88M	–	92
2021 Q1	$1.88M	Sell	87,964 -12,938	-13%	-$280K	0.52%	61
2020 Q4	$2.21M	Buy	100,902 +40,667	+68%	+$885K	0.64%	55
2020 Q3	$1.3M	Buy	60,235 +347	+0.6%	+$7.54K	0.43%	62
2020 Q2	$1.29M	Buy	59,888 +11,284	+23%	+$236K	0.43%	60
2020 Q1	$957K	Buy	48,604 +17,188	+55%	+$351K	0.38%	60
2019 Q4	$646K	Buy	31,416 +4,181	+15%	+$85.7K	0.2%	78
2019 Q3	$555K	Buy	27,235 +16,697	+158%	+$340K	0.14%	87
2019 Q2	$213K	Buy	10,538 +7,776	+282%	+$153K	0.05%	109
2019 Q1	$54K	Buy	+2,762	New	+$52.6K	0.01%	258

Other funds holding BSCQ

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

BCM

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

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

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

RJFSA

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

WSTAM

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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Bruderman Asset Management's BSCQ Position: Q1 2022 in Review

Bruderman Asset Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2022, closing a stake of 11,187 shares — an estimated $236K sold.

Bruderman Asset Management first reported a position in BSCQ in Q1 2019 and held it in 11 quarters. The position peaked at $2.21M in Q4 2020. 154 funds tracked by Wall St. Rank hold BSCQ as of Q1 2022.

Bruderman Asset Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 11,187 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2022, an estimated $236K.
Bruderman Asset Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
Bruderman Asset Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $2.21M in Q4 2020.
154 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.