Evergreen Wealth Solutions’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Evergreen Wealth Solutions’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	$628K	Sell	32,106 -6,758	-17%	-$132K	0.03%	277
2026 Q1	$759K	Buy	38,864 +4,806	+14%	+$94K	0.05%	193
2025 Q4	$667K	Buy	+34,058	New	+$667K	0.09%	105

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

Evergreen Wealth Solutions's BSCQ Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 17% in Q2 2026, selling an estimated $132K and leaving 32,106 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #277.

Evergreen Wealth Solutions first reported a position in BSCQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $759K in Q1 2026. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Evergreen Wealth Solutions held 32,106 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $628K as of Q2 2026.
Evergreen Wealth Solutions sold 6,758 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $132K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #277 holding.
Evergreen Wealth Solutions first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
Evergreen Wealth Solutions's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $759K in Q1 2026.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.