Focus Financial Network’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Focus Financial Network’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 Q1	–	Sell	-15,544	Closed	-$300K	–	645
2023 Q4	$300K	Buy	15,544 +1,015	+7%	+$19.2K	0.01%	578
2023 Q3	$273K	Buy	14,529 +104	+0.7%	+$1.97K	0.02%	488
2023 Q2	$273K	Buy	14,425 +117	+0.8%	+$2.23K	0.02%	493
2023 Q1	$274K	Buy	+14,308	New	+$272K	0.02%	469

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 $2.35B AUM 17.18% 1-Year Est. Return

Focus Financial Network's BSCQ Position: Q1 2024 in Review

Focus Financial Network sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2024, closing a stake of 15,544 shares — an estimated $300K sold.

Focus Financial Network first reported a position in BSCQ in Q1 2023 and held it in 4 quarters. The position peaked at $300K in Q4 2023. 315 funds tracked by Wall St. Rank hold BSCQ as of Q1 2024.

Focus Financial Network reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 15,544 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2024, an estimated $300K.
Focus Financial Network first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2023 and held it in 4 quarters.
Focus Financial Network's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $300K in Q4 2023.
315 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.