HC Financial Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

HC Financial 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
2021 Q4	–	Sell	-135	Closed	-$3K	–	321
2021 Q3	$3K	Sell	135 -477	-78%	-$10.3K	﹤0.01%	288
2021 Q2	$13K	Hold	612	–	–	0.01%	221
2021 Q1	$13K	Hold	612	–	–	0.01%	223
2020 Q4	$13K	Hold	612	–	–	0.01%	234
2020 Q3	$13K	Hold	612	–	–	0.01%	222
2020 Q2	$13K	Sell	612 -25	-4%	-$523	0.01%	208
2020 Q1	$13K	Buy	+637	New	+$13K	0.01%	209

Other funds holding BSCQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HC Financial Advisors's BSCQ Position: Q4 2021 in Review

HC Financial Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2021, closing a stake of 135 shares — an estimated $3K sold.

HC Financial Advisors first reported a position in BSCQ in Q1 2020 and held it in 7 quarters. The position peaked at $13K in Q2 2021. 141 funds tracked by Wall St. Rank hold BSCQ as of Q4 2021.

HC Financial Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
HC Financial Advisors sold 135 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2021, an estimated $3K.
HC Financial Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2020 and held it in 7 quarters.
HC Financial Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $13K in Q2 2021.
141 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2021.

Based on HC Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.