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Capital Analysts LLC’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Capital Analysts LLC’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 		$967K Sell
49,562
-7,852
-14% -$153K 0.02% 367
2026
Q1 		$1.12M Sell
57,414
-3,358
-6% -$65.7K 0.03% 319
2025
Q4 		$1.19M Sell
60,772
-6,716
-10% -$131K 0.03% 293
2025
Q3 		$1.32M Sell
67,488
-2,576
-4% -$50.3K 0.04% 272
2025
Q2 		$1.37M Buy
70,064
+3,867
+6% +$75.4K 0.05% 245
2025
Q1 		$1.29M Buy
66,197
+15,383
+30% +$300K 0.05% 234
2024
Q4 		$987K Sell
50,814
-7,890
-13% -$154K 0.04% 248
2024
Q3 		$1.15M Buy
58,704
+9,546
+19% +$185K 0.05% 229
2024
Q2 		$943K Buy
49,158
+12,932
+36% +$248K 0.04% 252
2024
Q1 		$696K Buy
36,226
+3,421
+10% +$65.8K 0.03% 285
2023
Q4 		$633K Buy
32,805
+18,061
+122% +$342K 0.03% 285
2023
Q3 		$277K Sell
14,744
-10,935
-43% -$207K 0.02% 356
2023
Q2 		$486K Buy
25,679
+17,670
+221% +$338K 0.03% 296
2023
Q1 		$153K Buy
8,009
+3,818
+91% +$72.7K 0.01% 408
2022
Q4 		$79K Buy
+4,191
New +$78.8K ﹤0.01% 540

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Capital Analysts LLC's BSCQ Position: Q2 2026 in Review

Capital Analysts LLC reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 14% in Q2 2026, selling an estimated $153K and leaving 49,562 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #367.

Capital Analysts LLC first reported a position in BSCQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q2 2025. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Capital Analysts LLC held 49,562 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $967K as of Q2 2026.
  • Capital Analysts LLC sold 7,852 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $153K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #367 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Analysts LLC's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.37M in Q2 2025.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.