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Cornerstone Planning Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Cornerstone Planning Group’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
2023
Q4 		– Sell
-46
Closed -$864 – 974
2023
Q3 		$864 Buy
+46
New +$869 ﹤0.01% 818

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UBS Group
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SRC
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cornerstone Planning Group's BSCQ Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2023, closing a stake of 46 shares — an estimated $864 sold.

Cornerstone Planning Group first reported a position in BSCQ in Q3 2023 and held it in 1 quarter. The position peaked at $864 in Q3 2023. 305 funds tracked by Wall St. Rank hold BSCQ as of Q4 2023.

  • Cornerstone Planning Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 46 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2023, an estimated $864.
  • Cornerstone Planning Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $864 in Q3 2023.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.