Fortitude Advisory Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Fortitude Advisory Group’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
2023 Q2	–	Sell	-13,386	Closed	-$256K	–	214
2023 Q1	$256K	Hold	13,386	–	–	0.2%	141
2022 Q4	$253K	Buy	+13,386	New	+$252K	0.22%	141

Other funds holding BSCQ

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

ACA

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

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

RJFSA

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Fortitude Advisory Group's BSCQ Position: Q2 2023 in Review

Fortitude Advisory Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2023, closing a stake of 13,386 shares — an estimated $256K sold.

Fortitude Advisory Group first reported a position in BSCQ in Q4 2022 and held it in 2 quarters. The position peaked at $256K in Q1 2023. 267 funds tracked by Wall St. Rank hold BSCQ as of Q2 2023.

Fortitude Advisory Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortitude Advisory Group sold 13,386 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2023, an estimated $256K.
Fortitude Advisory Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and held it in 2 quarters.
Fortitude Advisory Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $256K in Q1 2023.
267 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2023.

Based on Fortitude Advisory Group's 13F filing for Q2 2023, filed 31 Jul 2023.