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Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$775K Buy
39,702
+256
+0.6% +$5K 0.21% 117
2026
Q1 		$770K Sell
39,446
-904
-2% -$17.7K 0.23% 111
2025
Q4 		$790K Sell
40,350
-2,154
-5% -$42.2K 0.24% 106
2025
Q3 		$831K Sell
42,504
-1,149
-3% -$22.5K 0.26% 104
2025
Q2 		$852K Sell
43,653
-314
-0.7% -$6.12K 0.28% 104
2025
Q1 		$856K Buy
43,967
+742
+2% +$14.5K 0.3% 100
2024
Q4 		$840K Hold
43,225
– – 0.31% 98
2024
Q3 		$845K Sell
43,225
-136
-0.3% -$2.64K 0.31% 98
2024
Q2 		$831K Hold
43,361
– – 0.33% 95
2024
Q1 		$833K Buy
43,361
+5,256
+14% +$101K 0.35% 94
2023
Q4 		$735K Sell
38,105
-2,445
-6% -$46.4K 0.34% 97
2023
Q3 		$762K Sell
40,550
-1,251
-3% -$23.6K 0.4% 88
2023
Q2 		$795K Sell
41,801
-1,726
-4% -$33K 0.42% 87
2023
Q1 		$834K Buy
43,527
+88
+0.2% +$1.68K 0.47% 86
2022
Q4 		$835K Buy
43,439
+3,730
+9% +$70.1K 0.5% 79
2022
Q3 		$734K Buy
39,709
+7,012
+21% +$135K 0.48% 79
2022
Q2 		$632K Buy
32,697
+718
+2% +$14K 0.45% 85
2022
Q1 		$621K Sell
31,979
-194
-0.6% -$3.98K 0.43% 87
2021
Q4 		$656K Buy
+32,173
New +$682K 0.42% 83

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
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

Comprehensive Financial Consultants Institutional's BSCQ Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 0.65% in Q2 2026, buying an estimated $5K and bringing the position to 39,702 shares worth $775K. The position accounts for 0.21% of the portfolio, ranked #117.

Comprehensive Financial Consultants Institutional first reported a position in BSCQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $856K in Q1 2025. 396 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 39,702 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $775K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 256 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $5K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.21% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #117 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Comprehensive Financial Consultants Institutional's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $856K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.