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

Concurrent Investment 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	$722K	Buy	+36,956	New	+$722K	0.01%	1184
2026 Q1	–	Sell	-14,356	Closed	-$281K	–	1941
2025 Q4	$281K	Buy	14,356 +3,246	+29%	+$63.5K	﹤0.01%	1436
2025 Q3	$217K	Buy	+11,110	New	+$217K	﹤0.01%	1314
2025 Q1	–	Sell	-12,970	Closed	-$252K	–	1253
2024 Q4	$252K	Buy	12,970 +47	+0.4%	+$915	0.01%	894
2024 Q3	$253K	Buy	+12,923	New	+$251K	0.01%	844

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

Concurrent Investment Advisors's BSCQ Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2026: 36,956 shares worth $722K. The stake represents 0.01% of the portfolio and ranks #1184 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in BSCQ as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in BSCQ in Q3 2024 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Concurrent Investment Advisors held 36,956 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $722K as of Q2 2026.
Invesco BulletShares 2026 Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1184 holding.
Concurrent Investment Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2024 and has held it in 5 quarters since.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.