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

Gradient 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
2024 Q4	–	Sell	-57,029	Closed	-$1.12M	–	304
2024 Q3	$1.12M	Sell	57,029 -6,875	-11%	-$134K	0.02%	180
2024 Q2	$1.23M	Sell	63,904 -10,509	-14%	-$201K	0.03%	181
2024 Q1	$1.43M	Sell	74,413 -824	-1%	-$15.9K	0.03%	175
2023 Q4	$1.45M	Buy	75,237 +70,372	+1,446%	+$1.33M	0.04%	180
2023 Q3	$91.4K	Buy	4,865 +746	+18%	+$14.1K	﹤0.01%	402
2023 Q2	$78K	Sell	4,119 -147	-3%	-$2.81K	﹤0.01%	439
2023 Q1	$81.7K	Sell	4,266 -613	-13%	-$11.7K	﹤0.01%	408
2022 Q4	$92.3K	Buy	4,879 +824	+20%	+$15.5K	﹤0.01%	405
2022 Q3	$76K	Sell	4,055 -1,009	-20%	-$19.5K	﹤0.01%	416
2022 Q2	$98K	Buy	5,064 +1,237	+32%	+$24.1K	﹤0.01%	377
2022 Q1	$76K	Buy	3,827 +284	+8%	+$5.82K	﹤0.01%	407
2021 Q4	$75K	Sell	3,543 -184	-5%	-$3.9K	﹤0.01%	403
2021 Q3	$80K	Sell	3,727 -1,452	-28%	-$31.3K	﹤0.01%	401
2021 Q2	$111K	Sell	5,179 -2,390	-32%	-$51.4K	﹤0.01%	351
2021 Q1	$161K	Buy	+7,569	New	+$164K	0.01%	306
2018 Q3	–	Sell	-369	Closed	-$7K	–	984
2018 Q2	$7K	Buy	+369	New	+$6.93K	﹤0.01%	665

Other funds holding BSCQ

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gradient Investments's BSCQ Position: Q4 2024 in Review

Gradient Investments sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2024, closing a stake of 57,029 shares — an estimated $1.12M sold.

Gradient Investments first reported a position in BSCQ in Q2 2018 and held it in 16 quarters. The position peaked at $1.45M in Q4 2023. 367 funds tracked by Wall St. Rank hold BSCQ as of Q4 2024.

Gradient Investments reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Gradient Investments sold 57,029 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2024, an estimated $1.12M.
Gradient Investments first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2018 and held it in 16 quarters.
Gradient Investments's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.45M in Q4 2023.
367 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2024.

Based on Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.