Heritage Wealth Management (Arizona)’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$26.5K	Buy	1,400 +700	+100%	+$13.2K	﹤0.01%	610
2022 Q3	$13K	Hold	700	–	–	﹤0.01%	604
2022 Q2	$13.5K	Hold	700	–	–	﹤0.01%	618
2022 Q1	$14K	Buy	+700	New	+$14.3K	﹤0.01%	660
2021 Q3	$78K	Hold	3,650	–	–	0.03%	384
2021 Q2	$79K	Hold	3,650	–	–	0.03%	382
2021 Q1	$78K	Buy	+3,650	New	+$78.9K	0.04%	288

Other funds holding BSCQ

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return