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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

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

BCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

WSTAM

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

RJFSA

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

Heritage Wealth Management (Arizona)'s BSCQ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 100% in Q4 2022, buying an estimated $13.2K and bringing the position to 1,400 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Heritage Wealth Management (Arizona) first reported a position in BSCQ in Q1 2021 and has held it in 7 quarters since. The position peaked at $79K in Q2 2021. 245 funds tracked by Wall St. Rank hold BSCQ as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,400 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $26.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 700 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2022, an estimated $13.2K.
Invesco BulletShares 2026 Corporate Bond ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #610 holding.
Heritage Wealth Management (Arizona) first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Invesco BulletShares 2026 Corporate Bond ETF position peaked at $79K in Q2 2021.
245 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.