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

GeoWealth 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
Q1 		– Sell
-133
Closed -$2.58K – 1153
2024
Q4 		$2.58K Sell
133
-213
-62% -$4.14K ﹤0.01% 1624
2024
Q3 		$6.77K Buy
+346
New +$6.72K ﹤0.01% 1418

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GeoWealth Management's BSCQ Position: Q1 2025 in Review

GeoWealth Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2025, closing a stake of 133 shares — an estimated $2.58K sold.

GeoWealth Management first reported a position in BSCQ in Q3 2024 and held it in 2 quarters. The position peaked at $6.77K in Q3 2024. 392 funds tracked by Wall St. Rank hold BSCQ as of Q1 2025.

  • GeoWealth Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 133 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2025, an estimated $2.58K.
  • GeoWealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $6.77K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.