FSM Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

FSM Wealth Advisors’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 Q2	–	Sell	-15,000	Closed	-$288K	–	160
2024 Q1	$288K	Hold	15,000	–	–	0.1%	126
2023 Q4	$290K	Hold	15,000	–	–	0.12%	118
2023 Q3	$282K	Hold	15,000	–	–	0.14%	115
2023 Q2	$284K	Hold	15,000	–	–	0.14%	124
2023 Q1	$287K	Hold	15,000	–	–	0.17%	120
2022 Q4	$284K	Hold	15,000	–	–	0.2%	112
2022 Q3	$280K	Hold	15,000	–	–	0.23%	107
2022 Q2	$293K	Buy	+15,000	New	+$292K	0.29%	85

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MFWM

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

FSM Wealth Advisors's BSCQ Position: Q2 2024 in Review

FSM Wealth Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2024, closing a stake of 15,000 shares — an estimated $288K sold.

FSM Wealth Advisors first reported a position in BSCQ in Q2 2022 and held it in 8 quarters. The position peaked at $293K in Q2 2022. 321 funds tracked by Wall St. Rank hold BSCQ as of Q2 2024.

FSM Wealth Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
FSM Wealth Advisors sold 15,000 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2024, an estimated $288K.
FSM Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2022 and held it in 8 quarters.
FSM Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $293K in Q2 2022.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2024.

Based on FSM Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.