GLOBALT Investments’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

GLOBALT Investments’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	$634K	Sell	32,477 -1,603	-5%	-$31.3K	0.02%	171
2026 Q1	$666K	Sell	34,080 -297	-0.9%	-$5.81K	0.02%	166
2025 Q4	$673K	Sell	34,377 -811	-2%	-$15.9K	0.02%	155
2025 Q3	$688K	Sell	35,188 -2,065	-6%	-$40.4K	0.03%	157
2025 Q2	$727K	Sell	37,253 -4,404	-11%	-$85.9K	0.03%	159
2025 Q1	$811K	Sell	41,657 -4,319	-9%	-$84.1K	0.03%	150
2024 Q4	$893K	Sell	45,976 -1,338	-3%	-$26K	0.03%	150
2024 Q3	$925K	Sell	47,314 -1,212	-2%	-$23.6K	0.03%	147
2024 Q2	$930K	Sell	48,526 -5,205	-10%	-$99.8K	0.04%	148
2024 Q1	$1.03M	Sell	53,731 -2,986	-5%	-$57.4K	0.04%	145
2023 Q4	$1.09M	Buy	+56,717	New	+$1.08M	0.05%	140

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

GLOBALT Investments's BSCQ Position: Q2 2026 in Review

GLOBALT Investments reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 4.7% in Q2 2026, selling an estimated $31.3K and leaving 32,477 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #171.

GLOBALT Investments first reported a position in BSCQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

GLOBALT Investments held 32,477 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $634K as of Q2 2026.
GLOBALT Investments sold 1,603 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $31.3K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.02% of GLOBALT Investments's portfolio in Q2 2026, its #171 holding.
GLOBALT Investments first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.09M in Q4 2023.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.