Financial Architects (New Jersey)’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-585	Closed	-$13K	–	330
2020 Q2	$13K	Hold	585	–	–	﹤0.01%	607
2020 Q1	$12K	Hold	585	–	–	﹤0.01%	583
2019 Q4	$12K	Hold	585	–	–	﹤0.01%	644
2019 Q3	$12K	Hold	585	–	–	﹤0.01%	695
2019 Q2	$12K	Buy	+585	New	+$11.5K	﹤0.01%	843

Other funds holding BSCQ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Financial Architects (New Jersey)'s BSCQ Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2020, closing a stake of 585 shares — an estimated $13K sold.

Financial Architects (New Jersey) first reported a position in BSCQ in Q2 2019 and held it in 5 quarters. The position peaked at $13K in Q2 2020. 77 funds tracked by Wall St. Rank hold BSCQ as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 585 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2020, an estimated $13K.
Financial Architects (New Jersey) first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s Invesco BulletShares 2026 Corporate Bond ETF position peaked at $13K in Q2 2020.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.