Clearstead Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Clearstead Advisors’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	$3.03M	Sell	155,388 -25,231	-14%	-$493K	0.03%	320
2026 Q1	$3.53M	Sell	180,619 -34,484	-16%	-$675K	0.03%	275
2025 Q4	$4.21M	Buy	215,103 +520	+0.2%	+$10.2K	0.05%	226
2025 Q3	$4.2M	Sell	214,583 -139,946	-39%	-$2.74M	0.06%	214
2025 Q2	$6.92M	Sell	354,529 -4,297	-1%	-$83.8K	0.1%	164
2025 Q1	$6.99M	Buy	358,826 +3,661	+1%	+$71.3K	0.11%	147
2024 Q4	$6.9M	Buy	355,165 +2,401	+0.7%	+$46.7K	0.1%	147
2024 Q3	$6.9M	Buy	352,764 +12,907	+4%	+$251K	0.11%	152
2024 Q2	$6.52M	Buy	+339,857	New	+$6.52M	0.11%	148
2024 Q1	–	Sell	-3,200	Closed	-$61.8K	–	1552
2023 Q4	$61.8K	Buy	+3,200	New	+$60.7K	﹤0.01%	694

Other funds holding BSCQ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Clearstead Advisors's BSCQ Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 14% in Q2 2026, selling an estimated $493K and leaving 155,388 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #320.

Clearstead Advisors first reported a position in BSCQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.99M in Q1 2025. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Clearstead Advisors held 155,388 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $3.03M as of Q2 2026.
Clearstead Advisors sold 25,231 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $493K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #320 holding.
Clearstead Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
Clearstead Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $6.99M in Q1 2025.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.