Carmel Capital Partners’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Carmel Capital Partners’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
2025 Q3	–	Sell	-300,704	Closed	-$5.87M	–	114
2025 Q2	$5.87M	Buy	300,704 +18,997	+7%	+$370K	2.06%	10
2025 Q1	$5.49M	Buy	281,707 +18,661	+7%	+$364K	2.16%	9
2024 Q4	$5.11M	Buy	263,046 +14,312	+6%	+$279K	2.06%	8
2024 Q3	$4.87M	Buy	248,734 +29,781	+14%	+$579K	1.88%	9
2024 Q2	$4.2M	Buy	218,953 +22,311	+11%	+$428K	1.77%	8
2024 Q1	$3.78M	Buy	196,642 +30,803	+19%	+$593K	1.56%	10
2023 Q4	$3.2M	Buy	165,839 +46,336	+39%	+$878K	1.63%	11
2023 Q3	$2.24M	Buy	119,503 +23,560	+25%	+$445K	1.01%	12
2023 Q2	$1.82M	Buy	95,943 +43,456	+83%	+$830K	0.94%	12
2023 Q1	$1.01M	Buy	52,487 +14,656	+39%	+$279K	0.59%	38
2022 Q4	$716K	Buy	37,831 +23,364	+161%	+$439K	0.5%	49
2022 Q3	$270K	Buy	+14,467	New	+$279K	0.26%	87

Other funds holding BSCQ

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Carmel Capital Partners's BSCQ Position: Q3 2025 in Review

Carmel Capital Partners sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2025, closing a stake of 300,704 shares — an estimated $5.87M sold.

Carmel Capital Partners first reported a position in BSCQ in Q3 2022 and held it in 12 quarters. The position peaked at $5.87M in Q2 2025. 390 funds tracked by Wall St. Rank hold BSCQ as of Q3 2025.

Carmel Capital Partners reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Carmel Capital Partners sold 300,704 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2025, an estimated $5.87M.
Carmel Capital Partners first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2022 and held it in 12 quarters.
Carmel Capital Partners's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $5.87M in Q2 2025.
390 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.