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

Genesis 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
2026 Q2	$1.99M	Buy	101,899 +944	+0.9%	+$18.4K	1.19%	18
2026 Q1	$1.97M	Buy	100,955 +1,122	+1%	+$21.9K	1.32%	19
2025 Q4	$1.95M	Buy	99,833 +12,157	+14%	+$238K	1.34%	19
2025 Q3	$1.71M	Sell	87,676 -2,831	-3%	-$55.3K	1.21%	19
2025 Q2	$1.77M	Sell	90,507 -7,487	-8%	-$146K	1.33%	17
2025 Q1	$1.91M	Sell	97,994 -70,514	-42%	-$1.37M	1.55%	18
2024 Q4	$3.27M	Buy	+168,508	New	+$3.28M	2.85%	11

Other funds holding BSCQ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Genesis Wealth Advisors's BSCQ Position: Q2 2026 in Review

Genesis Wealth Advisors increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 0.94% in Q2 2026, buying an estimated $18.4K and bringing the position to 101,899 shares worth $1.99M. The position accounts for 1.19% of the portfolio, ranked #18.

Genesis Wealth Advisors first reported a position in BSCQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27M in Q4 2024. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Genesis Wealth Advisors held 101,899 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $1.99M as of Q2 2026.
Genesis Wealth Advisors bought 944 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $18.4K.
Invesco BulletShares 2026 Corporate Bond ETF made up 1.19% of Genesis Wealth Advisors's portfolio in Q2 2026, its #18 holding.
Genesis Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
Genesis Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $3.27M in Q4 2024.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.