Coordinated Financial Services’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Coordinated Financial Services’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 Q1	$811K	Sell	41,534 -2,534	-6%	-$49.6K	0.47%	64
2025 Q4	$863K	Sell	44,068 -2,151	-5%	-$42.1K	0.5%	60
2025 Q3	$904K	Buy	46,219 +246	+0.5%	+$4.81K	0.58%	51
2025 Q2	$897K	Buy	45,973 +3,244	+8%	+$63.2K	0.62%	51
2025 Q1	$832K	Buy	42,729 +2,447	+6%	+$47.7K	0.64%	47
2024 Q4	$783K	Buy	+40,282	New	+$784K	0.61%	47
2024 Q2	$691K	Buy	36,016 +2,963	+9%	+$56.8K	0.59%	46
2024 Q1	$635K	Buy	+33,053	New	+$636K	0.55%	48

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

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

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

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Coordinated Financial Services's BSCQ Position: Q1 2026 in Review

Coordinated Financial Services reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 5.8% in Q1 2026, selling an estimated $49.6K and leaving 41,534 shares worth $811K. The position accounts for 0.47% of the portfolio, ranked #64.

Coordinated Financial Services first reported a position in BSCQ in Q1 2024 and has held it in 8 quarters since. The position peaked at $904K in Q3 2025. 406 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

Coordinated Financial Services held 41,534 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $811K as of Q1 2026.
Coordinated Financial Services sold 2,534 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $49.6K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.47% of Coordinated Financial Services's portfolio in Q1 2026, its #64 holding.
Coordinated Financial Services first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $904K in Q3 2025.
406 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.