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

CBIZ 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	$83.3K	Buy	4,266 +44	+1%	+$861	﹤0.01%	66
2025 Q4	$82.7K	Buy	4,222 +43	+1%	+$842	﹤0.01%	99
2025 Q3	$81.7K	Buy	4,179 +43	+1%	+$840	﹤0.01%	89
2025 Q2	$80.7K	Buy	4,136 +43	+1%	+$838	﹤0.01%	90
2025 Q1	$79.7K	Buy	4,093 +42	+1%	+$818	﹤0.01%	88
2024 Q4	$78.7K	Buy	4,051 +43	+1%	+$837	﹤0.01%	86
2024 Q3	$78.4K	Buy	4,008 +42	+1%	+$816	﹤0.01%	83
2024 Q2	$76K	Buy	3,966 +41	+1%	+$786	﹤0.01%	82
2024 Q1	$75.4K	Buy	+3,925	New	+$75.5K	0.01%	80

Other funds holding BSCQ

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return