Carson Wealth (CWM LLC)
BSCQ icon

Carson Wealth (CWM LLC)’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Carson Wealth (CWM 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
Q1 		$905K Buy
46,314
+5,195
+13% +$102K ﹤0.01% 1604
2025
Q4 		$805K Buy
41,119
+1,976
+5% +$38.7K ﹤0.01% 1627
2025
Q3 		$766K Sell
39,143
-2,039
-5% -$39.9K ﹤0.01% 1555
2025
Q2 		$804K Buy
41,182
+181
+0.4% +$3.53K ﹤0.01% 1367
2025
Q1 		$799K Sell
41,001
-3,664
-8% -$71.4K ﹤0.01% 1259
2024
Q4 		$868K Sell
44,665
-2,890
-6% -$56.2K ﹤0.01% 1156
2024
Q3 		$930K Buy
47,555
+4,200
+10% +$81.6K ﹤0.01% 1080
2024
Q2 		$831K Buy
43,355
+893
+2% +$17.1K ﹤0.01% 995
2024
Q1 		$816K Buy
42,462
+1,087
+3% +$20.9K ﹤0.01% 942
2023
Q4 		$799K Sell
41,375
-2,717
-6% -$51.5K ﹤0.01% 897
2023
Q3 		$828K Buy
44,092
+9,232
+26% +$174K 0.01% 817
2023
Q2 		$660K Buy
34,860
+401
+1% +$7.66K ﹤0.01% 853
2023
Q1 		$660K Buy
34,459
+13,969
+68% +$266K ﹤0.01% 799
2022
Q4 		$388K Buy
20,490
+18,742
+1,072% +$352K ﹤0.01% 885
2022
Q3 		$33K Hold
1,748
– – ﹤0.01% 1876
2022
Q2 		$34K Buy
+1,748
New +$34K ﹤0.01% 1809

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSCQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 13% in Q1 2026, buying an estimated $102K and bringing the position to 46,314 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Carson Wealth (CWM LLC) first reported a position in BSCQ in Q2 2022 and has held it in 16 quarters since. The position peaked at $930K in Q3 2024. 406 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 46,314 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $905K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,195 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $102K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1604 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2026 Corporate Bond ETF position peaked at $930K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.