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Gladstone Institutional Advisory’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Gladstone Institutional Advisory’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 		$3.23M Buy
165,225
+1,442
+0.9% +$28.2K 0.1% 208
2026
Q1 		$3.2M Buy
163,783
+9,273
+6% +$181K 0.12% 189
2025
Q4 		$3.02M Buy
154,510
+7,335
+5% +$144K 0.11% 196
2025
Q3 		$2.88M Buy
147,175
+5,158
+4% +$101K 0.11% 193
2025
Q2 		$2.77M Buy
142,017
+3
+0% +$58 0.11% 191
2025
Q1 		$2.77M Buy
142,014
+11,419
+9% +$222K 0.13% 174
2024
Q4 		$2.54M Buy
130,595
+3,842
+3% +$74.8K 0.12% 187
2024
Q3 		$2.48M Buy
126,753
+682
+0.5% +$13.3K 0.12% 189
2024
Q2 		$2.42M Buy
126,071
+30,404
+32% +$583K 0.13% 192
2024
Q1 		$1.84M Buy
95,667
+1,392
+1% +$26.8K 0.1% 214
2023
Q4 		$1.82M Sell
94,275
-40,546
-30% -$769K 0.1% 207
2023
Q3 		$2.53M Buy
134,821
+26,307
+24% +$497K 0.16% 159
2023
Q2 		$2.06M Buy
108,514
+15,990
+17% +$305K 0.13% 193
2023
Q1 		$1.77M Buy
92,524
+2,360
+3% +$44.9K 0.11% 209
2022
Q4 		$1.71M Sell
90,164
-15,972
-15% -$300K 0.12% 205
2022
Q3 		$1.98M Buy
+106,136
New +$2.05M 0.15% 167

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
MML Investors Services
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

Gladstone Institutional Advisory's BSCQ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 0.88% in Q2 2026, buying an estimated $28.2K and bringing the position to 165,225 shares worth $3.23M. The position accounts for 0.1% of the portfolio, ranked #208.

Gladstone Institutional Advisory first reported a position in BSCQ in Q3 2022 and has held it in 16 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Gladstone Institutional Advisory held 165,225 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $3.23M as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,442 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $28.2K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #208 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.