Capstone Wealth Management Group (Pennsylvania)’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	–	Sell	-121,335	Closed	-$2.37M	–	98
2026 Q1	$2.37M	Sell	121,335 -31,953	-21%	-$625K	0.99%	26
2025 Q4	$3M	Sell	153,288 -272,867	-64%	-$5.34M	1.26%	23
2025 Q3	$8.34M	Buy	+426,155	New	+$8.33M	3.53%	12
2025 Q2	–	Sell	-828,427	Closed	-$16.1M	–	58
2025 Q1	$16.1M	Sell	828,427 -42,162	-5%	-$821K	9.21%	1
2024 Q4	$16.9M	Sell	870,589 -32,616	-4%	-$635K	9.06%	1
2024 Q3	$17.7M	Buy	903,205 +18,058	+2%	+$351K	10.46%	1
2024 Q2	$17M	Buy	885,147 +17,826	+2%	+$342K	11.1%	1
2024 Q1	$16.7M	Buy	867,321 +61,790	+8%	+$1.19M	11.96%	1
2023 Q4	$15.5M	Buy	805,531 +75,607	+10%	+$1.43M	14.71%	1
2023 Q3	$13.7M	Buy	729,924 +70,927	+11%	+$1.34M	14.2%	1
2023 Q2	$12.5M	Buy	658,997 +24,702	+4%	+$472K	12.88%	1
2023 Q1	$12.2M	Buy	634,295 +152,302	+32%	+$2.9M	13.47%	1
2022 Q4	$9.12M	Buy	+481,993	New	+$9.06M	9.82%	3

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

Capstone Wealth Management Group (Pennsylvania)'s BSCQ Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2026, closing a stake of 121,335 shares — an estimated $2.37M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in BSCQ in Q4 2022 and held it in 13 quarters. The position peaked at $17.7M in Q3 2024. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 121,335 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $2.37M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
Capstone Wealth Management Group (Pennsylvania)'s Invesco BulletShares 2026 Corporate Bond ETF position peaked at $17.7M in Q3 2024.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.