Calton & Associates’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Calton & Associates’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 Q2	–	Sell	-13,784	Closed	-$275K	–	258
2022 Q1	$275K	Sell	13,784 -9,573	-41%	-$196K	0.08%	269
2021 Q4	$494K	Buy	23,357 +798	+4%	+$16.9K	0.13%	176
2021 Q3	$483K	Buy	+22,559	New	+$486K	0.11%	198
2021 Q2	–	Sell	-15,005	Closed	-$320K	–	411
2021 Q1	$320K	Buy	+15,005	New	+$325K	0.06%	267

Other funds holding BSCQ

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

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