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

CRA 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 		$4.63M Buy
237,161
+28,667
+14% +$561K 0.6% 35
2025
Q4 		$4.08M Buy
208,494
+10,081
+5% +$197K 0.53% 41
2025
Q3 		$3.88M Buy
198,413
+40,734
+26% +$796K 0.53% 39
2025
Q2 		$3.08M Buy
157,679
+12,721
+9% +$248K 0.47% 45
2025
Q1 		$2.82M Buy
144,958
+5,156
+4% +$100K 0.48% 44
2024
Q4 		$2.72M Buy
139,802
+35,275
+34% +$687K 0.47% 45
2024
Q3 		$2.04M Buy
104,527
+40,367
+63% +$784K 0.38% 47
2024
Q2 		$1.23M Buy
64,160
+45,402
+242% +$870K 0.25% 70
2024
Q1 		$360K Buy
+18,758
New +$361K 0.08% 153

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return