Corient Private Wealth
BSCQ icon

Corient Private Wealth’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Corient Private Wealth’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
2025
Q2 		– Sell
-22,963
Closed -$447K – 2449
2025
Q1 		$447K Sell
22,963
-2,326
-9% -$45.3K ﹤0.01% 1647
2024
Q4 		$491K Sell
25,289
-829
-3% -$16.1K ﹤0.01% 1622
2024
Q3 		$511K Buy
26,118
+829
+3% +$16.1K ﹤0.01% 1721
2024
Q2 		$485K Sell
25,289
-264
-1% -$5.06K ﹤0.01% 1657
2024
Q1 		$491K Buy
+25,553
New +$492K ﹤0.01% 1633
2023
Q4 		– Sell
-25,553
Closed -$480K – 2259
2023
Q3 		$480K Hold
25,553
– – ﹤0.01% 1520
2023
Q2 		$484K Sell
25,553
-3,493
-12% -$66.7K ﹤0.01% 1463
2023
Q1 		$557K Buy
29,046
+18,910
+187% +$360K ﹤0.01% 1326
2022
Q4 		$192K Buy
+10,136
New +$191K ﹤0.01% 1500

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return