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

Coastal Bridge 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	$540K	Buy	27,634 +1,139	+4%	+$22.3K	0.03%	312
2026 Q1	$517K	Buy	26,495 +83	+0.3%	+$1.62K	0.04%	307
2025 Q4	$517K	Buy	26,412 +683	+3%	+$13.4K	0.04%	302
2025 Q3	$503K	Buy	25,729 +555	+2%	+$10.8K	0.04%	294
2025 Q2	$491K	Buy	25,174 +54	+0.2%	+$1.05K	0.04%	294
2025 Q1	$489K	Buy	+25,120	New	+$489K	0.04%	285

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

Coastal Bridge Advisors's BSCQ Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 4.3% in Q2 2026, buying an estimated $22.3K and bringing the position to 27,634 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #312.

Coastal Bridge Advisors first reported a position in BSCQ in Q1 2025 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Coastal Bridge Advisors held 27,634 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $540K as of Q2 2026.
Coastal Bridge Advisors bought 1,139 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $22.3K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #312 holding.
Coastal Bridge Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.