CIAS
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Capital Investment Advisory Services’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Capital Investment Advisory Services’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
Q1 		$327K Buy
16,750
+3,475
+26% +$68K 0.02% 490
2025
Q4 		$260K Hold
13,275
– – 0.02% 543
2025
Q3 		$260K Sell
13,275
-250
-2% -$4.89K 0.02% 514
2025
Q2 		$264K Hold
13,525
– – 0.02% 488
2025
Q1 		$263K Hold
13,525
– – 0.02% 468
2024
Q4 		$263K Hold
13,525
– – 0.03% 437
2024
Q3 		$265K Sell
13,525
-650
-5% -$12.6K 0.03% 435
2024
Q2 		$272K Hold
14,175
– – 0.03% 412
2024
Q1 		$272K Buy
14,175
+2,000
+16% +$38.5K 0.03% 420
2023
Q4 		$235K Hold
12,175
– – 0.02% 451
2023
Q3 		$229K Sell
12,175
-400
-3% -$7.56K 0.02% 437
2023
Q2 		$238K Hold
12,575
– – 0.02% 419
2023
Q1 		$241K Sell
12,575
-300
-2% -$5.71K 0.03% 412
2022
Q4 		$244K Buy
12,875
+3,250
+34% +$61.1K 0.03% 411
2022
Q3 		$179K Buy
+9,625
New +$186K 0.02% 445

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return