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Glass Jacobson Investment Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Glass Jacobson Investment 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
Q1 		$388K Sell
19,879
-60
-0.3% -$1.17K 0.13% 135
2025
Q4 		$390K Hold
19,939
– – 0.14% 131
2025
Q3 		$390K Sell
19,939
-3,415
-15% -$66.7K 0.14% 132
2025
Q2 		$456K Buy
+23,354
New +$455K 0.18% 121
2024
Q2 		– Sell
-3,115
Closed -$59.8K – 763
2024
Q1 		$59.8K Buy
3,115
+29
+0.9% +$558 0.02% 327
2023
Q4 		$59.6K Sell
3,086
-596
-16% -$11.3K 0.02% 317
2023
Q3 		$69.2K Buy
3,682
+34
+0.9% +$643 0.03% 300
2023
Q2 		$69.1K Buy
+3,648
New +$69.7K 0.03% 301
2022
Q4 		$67.9K Buy
+3,586
New +$67.4K 0.03% 306

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return