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Cypress Wealth Services’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Cypress Wealth 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
Q2 		$919K Buy
47,065
+2,424
+5% +$47.4K 0.11% 140
2026
Q1 		$872K Sell
44,641
-5,853
-12% -$114K 0.12% 132
2025
Q4 		$988K Sell
50,494
-1,450
-3% -$28.4K 0.14% 122
2025
Q3 		$1.02M Buy
51,944
+2,642
+5% +$51.6K 0.17% 104
2025
Q2 		$962K Sell
49,302
-361
-0.7% -$7.04K 0.17% 101
2025
Q1 		$967K Buy
49,663
+37
+0.1% +$721 0.2% 91
2024
Q4 		$964K Sell
49,626
-513
-1% -$9.98K 0.19% 86
2024
Q3 		$981K Buy
50,139
+5,444
+12% +$106K 0.2% 84
2024
Q2 		$857K Sell
44,695
-2,162
-5% -$41.4K 0.19% 87
2024
Q1 		$900K Buy
46,857
+554
+1% +$10.7K 0.21% 84
2023
Q4 		$894K Sell
46,303
-1,084
-2% -$20.5K 0.22% 80
2023
Q3 		$890K Sell
47,387
-798
-2% -$15.1K 0.25% 80
2023
Q2 		$916K Buy
48,185
+20,244
+72% +$387K 0.24% 80
2023
Q1 		$535K Buy
27,941
+4,229
+18% +$80.5K 0.16% 114
2022
Q4 		$449K Hold
23,712
– – 0.14% 134
2022
Q3 		$442K Buy
23,712
+186
+0.8% +$3.59K 0.15% 123
2022
Q2 		$453K Buy
23,526
+125
+0.5% +$2.44K 0.14% 122
2022
Q1 		$467K Buy
23,401
+2,302
+11% +$47.2K 0.13% 128
2021
Q4 		$446K Sell
21,099
-1,937
-8% -$41.1K 0.12% 131
2021
Q3 		$494K Buy
23,036
+1,454
+7% +$31.3K 0.15% 109
2021
Q2 		$465K Sell
21,582
-5,143
-19% -$111K 0.13% 144
2021
Q1 		$570K Hold
26,725
– – 0.12% 138
2020
Q4 		$586K Buy
+26,725
New +$582K 0.13% 125
2020
Q3 		– Sell
-30,642
Closed -$666K – 294
2020
Q2 		$659K Buy
+30,642
New +$641K 0.16% 120

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
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

Cypress Wealth Services's BSCQ Position: Q2 2026 in Review

Cypress Wealth Services increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 5.4% in Q2 2026, buying an estimated $47.4K and bringing the position to 47,065 shares worth $919K. The position accounts for 0.11% of the portfolio, ranked #140.

Cypress Wealth Services first reported a position in BSCQ in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q3 2025. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Cypress Wealth Services held 47,065 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $919K as of Q2 2026.
  • Cypress Wealth Services bought 2,424 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $47.4K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #140 holding.
  • Cypress Wealth Services first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Cypress Wealth Services's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.02M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.