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

Cornerstone Planning’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	$7.09M	Buy	363,171 +3,657	+1%	+$71.5K	1.64%	16
2026 Q1	$7.03M	Sell	359,514 -394,880	-52%	-$7.72M	1.59%	17
2025 Q4	$14.8M	Buy	+754,394	New	+$14.8M	3.43%	2
2024 Q4	$3.68M	Buy	+189,415	New	+$3.69M	1.41%	13

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

Cornerstone Planning's BSCQ Position: Q2 2026 in Review

Cornerstone Planning increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 1% in Q2 2026, buying an estimated $71.5K and bringing the position to 363,171 shares worth $7.09M. The position accounts for 1.64% of the portfolio, ranked #16.

Cornerstone Planning first reported a position in BSCQ in Q4 2024 and has held it in 4 quarters since. The position peaked at $14.8M in Q4 2025. 394 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Cornerstone Planning held 363,171 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $7.09M as of Q2 2026.
Cornerstone Planning bought 3,657 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $71.5K.
Invesco BulletShares 2026 Corporate Bond ETF made up 1.64% of Cornerstone Planning's portfolio in Q2 2026, its #16 holding.
Cornerstone Planning first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
Cornerstone Planning's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $14.8M in Q4 2025.
394 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.