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Divergent Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Divergent Wealth Advisors’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
2024
Q3 		$443K Hold
22,668
– – 0.08% 20
2024
Q2 		$435K Hold
22,668
– – 0.08% 20
2024
Q1 		$435K Hold
22,668
– – 0.09% 20
2023
Q4 		$437K Buy
22,668
+2,598
+13% +$49.3K 0.09% 21
2023
Q3 		$377K Buy
+20,070
New +$379K 0.09% 21

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Divergent Wealth Advisors's BSCQ Position: Q3 2024 in Review

Divergent Wealth Advisors held its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) position steady in Q3 2024 at 22,668 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #20.

Divergent Wealth Advisors first reported a position in BSCQ in Q3 2023 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold BSCQ as of Q3 2024.

  • Divergent Wealth Advisors held 22,668 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $443K as of Q3 2024.
  • Divergent Wealth Advisors left its Invesco BulletShares 2026 Corporate Bond ETF share count unchanged in Q3 2024.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.08% of Divergent Wealth Advisors's portfolio in Q3 2024, its #20 holding.
  • Divergent Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.