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

Cerity 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
2026 Q1	–	Sell	-24,013	Closed	-$470K	–	3261
2025 Q4	$470K	Sell	24,013 -2,647	-10%	-$51.8K	﹤0.01%	2148
2025 Q3	$521K	Buy	26,660 +2,250	+9%	+$44K	﹤0.01%	1944
2025 Q2	$476K	Sell	24,410 -6,709	-22%	-$131K	﹤0.01%	1890
2025 Q1	$606K	Buy	31,119 +2,018	+7%	+$39.3K	﹤0.01%	1659
2024 Q4	$565K	Buy	29,101 +6,406	+28%	+$125K	﹤0.01%	1695
2024 Q3	$444K	Sell	22,695 -9,968	-31%	-$194K	﹤0.01%	1838
2024 Q2	$626K	Buy	32,663 +14,313	+78%	+$274K	﹤0.01%	1438
2024 Q1	$353K	Hold	18,350	–	–	﹤0.01%	1776
2023 Q4	$354K	Hold	18,350	–	–	﹤0.01%	1434
2023 Q3	$345K	Hold	18,350	–	–	﹤0.01%	1106
2023 Q2	$348K	Sell	18,350 -734	-4%	-$14K	﹤0.01%	1333
2023 Q1	$366K	Sell	19,084 -710	-4%	-$13.5K	﹤0.01%	1439
2022 Q4	$375K	Buy	+19,794	New	+$372K	﹤0.01%	1065

Other funds holding BSCQ

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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

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

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

HBT

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

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

MCM

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

Cerity Partners's BSCQ Position: Q1 2026 in Review

Cerity Partners sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2026, closing a stake of 24,013 shares — an estimated $470K sold.

Cerity Partners first reported a position in BSCQ in Q4 2022 and held it in 13 quarters. The position peaked at $626K in Q2 2024. 405 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

Cerity Partners reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Cerity Partners sold 24,013 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $470K.
Cerity Partners first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and held it in 13 quarters.
Cerity Partners's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $626K in Q2 2024.
405 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.