GCA
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Genesee Capital Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Genesee Capital 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
Q4 		– Sell
-10,730
Closed -$210K – 123
2024
Q3 		$210K Buy
10,730
+113
+1% +$2.2K 0.1% 116
2024
Q2 		$204K Buy
10,617
+108
+1% +$2.07K 0.1% 118
2024
Q1 		$202K Buy
10,509
+97
+0.9% +$1.87K 0.11% 113
2023
Q4 		$201K Sell
10,412
-30,478
-75% -$578K 0.12% 103
2023
Q3 		$768K Sell
40,890
-4,007
-9% -$75.7K 0.55% 48
2023
Q2 		$851K Sell
44,897
-1,363
-3% -$26K 0.58% 48
2023
Q1 		$886K Buy
46,260
+384
+0.8% +$7.31K 0.63% 45
2022
Q4 		$868K Buy
+45,876
New +$863K 0.65% 46

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return