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Freedom Investment Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-56,214
Closed -$1.1M – 223
2025
Q2 		$1.1M Sell
56,214
-482
-0.9% -$9.4K 0.09% 222
2025
Q1 		$1.1M Buy
56,696
+2,880
+5% +$56.1K 0.09% 205
2024
Q4 		$1.05M Buy
53,816
+25,792
+92% +$502K 0.09% 219
2024
Q3 		$548K Buy
28,024
+10,330
+58% +$201K 0.04% 410
2024
Q2 		$339K Sell
17,694
-9,276
-34% -$178K 0.03% 547
2024
Q1 		$518K Sell
26,970
-10,226
-27% -$197K 0.04% 424
2023
Q4 		$718K Buy
37,196
+21,801
+142% +$413K 0.06% 351
2023
Q3 		$289K Sell
15,395
-385
-2% -$7.28K 0.04% 518
2023
Q2 		$299K Sell
15,780
-7,076
-31% -$135K 0.03% 543
2023
Q1 		$438K Sell
22,856
-2,535
-10% -$48.2K 0.05% 437
2022
Q4 		$481K Sell
25,391
-1,881
-7% -$35.4K 0.05% 444
2022
Q3 		$508K Sell
27,272
-945
-3% -$18.2K 0.06% 419
2022
Q2 		$544K Sell
28,217
-3,488
-11% -$67.9K 0.06% 425
2022
Q1 		$633K Sell
31,705
-218
-0.7% -$4.47K 0.06% 407
2021
Q4 		$675K Sell
31,923
-4,217
-12% -$89.4K 0.05% 448
2021
Q3 		$774K Buy
+36,140
New +$779K 0.06% 390

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Freedom Investment Management's BSCQ Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2025, closing a stake of 56,214 shares — an estimated $1.1M sold.

Freedom Investment Management first reported a position in BSCQ in Q3 2021 and held it in 16 quarters. The position peaked at $1.1M in Q1 2025. 390 funds tracked by Wall St. Rank hold BSCQ as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 56,214 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2025, an estimated $1.1M.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2021 and held it in 16 quarters.
  • Freedom Investment Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.1M in Q1 2025.
  • 390 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.