Clean Yield Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Clean Yield 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
2023 Q2	–	Sell	-2,500	Closed	-$47.9K	–	411
2023 Q1	$47.9K	Buy	+2,500	New	+$47.6K	0.02%	241
2022 Q2	–	Sell	-447	Closed	-$9K	–	421
2022 Q1	$9K	Hold	447	–	–	﹤0.01%	362
2021 Q4	$9K	Hold	447	–	–	﹤0.01%	373
2021 Q3	$10K	Hold	447	–	–	﹤0.01%	368
2021 Q2	$10K	Buy	+447	New	+$9.61K	﹤0.01%	365
2021 Q1	–	Sell	-447	Closed	-$10K	–	185
2020 Q4	$10K	Hold	447	–	–	﹤0.01%	345
2020 Q3	$10K	Hold	447	–	–	﹤0.01%	304
2020 Q2	$10K	Hold	447	–	–	﹤0.01%	297
2020 Q1	$9K	Hold	447	–	–	﹤0.01%	314
2019 Q4	$9K	Hold	447	–	–	﹤0.01%	309
2019 Q3	$9K	Hold	447	–	–	﹤0.01%	298
2019 Q2	$9K	Buy	+447	New	+$8.8K	﹤0.01%	299

Other funds holding BSCQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clean Yield Group's BSCQ Position: Q2 2023 in Review

Clean Yield Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2023, closing a stake of 2,500 shares — an estimated $47.9K sold.

Clean Yield Group first reported a position in BSCQ in Q2 2019 and held it in 12 quarters. The position peaked at $47.9K in Q1 2023. 267 funds tracked by Wall St. Rank hold BSCQ as of Q2 2023.

Clean Yield Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Clean Yield Group sold 2,500 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2023, an estimated $47.9K.
Clean Yield Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2019 and held it in 12 quarters.
Clean Yield Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $47.9K in Q1 2023.
267 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2023.

Based on Clean Yield Group's 13F filing for Q2 2023, filed 26 Jul 2023.