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Carroll Advisory Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Carroll Advisory Group’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 		$5.93M Sell
303,898
-4,801
-2% -$93.8K 1.95% 16
2026
Q1 		$6.03M Buy
308,699
+53,964
+21% +$1.06M 2.34% 12
2025
Q4 		$4.99M Buy
+254,735
New +$4.99M 2.16% 13

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

Carroll Advisory Group's BSCQ Position: Q2 2026 in Review

Carroll Advisory Group reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 1.6% in Q2 2026, selling an estimated $93.8K and leaving 303,898 shares worth $5.93M. The position accounts for 1.95% of the portfolio, ranked #16.

Carroll Advisory Group first reported a position in BSCQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.03M in Q1 2026. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Carroll Advisory Group held 303,898 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $5.93M as of Q2 2026.
  • Carroll Advisory Group sold 4,801 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $93.8K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 1.95% of Carroll Advisory Group's portfolio in Q2 2026, its #16 holding.
  • Carroll Advisory Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Carroll Advisory Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $6.03M in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.