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FormulaFolio Investments’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-108,461
Closed -$2.38M – 502
2020
Q4 		$2.38M Buy
+108,461
New +$2.36M 0.05% 231

Other funds holding BSCQ

MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

FormulaFolio Investments's BSCQ Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2021, closing a stake of 108,461 shares — an estimated $2.38M sold.

FormulaFolio Investments first reported a position in BSCQ in Q4 2020 and held it in 1 quarter. The position peaked at $2.38M in Q4 2020. 103 funds tracked by Wall St. Rank hold BSCQ as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 108,461 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2021, an estimated $2.38M.
  • FormulaFolio Investments first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $2.38M in Q4 2020.
  • 103 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.