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HHM Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

HHM Wealth 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
2024
Q3 		– Sell
-2,625
Closed -$50.3K – 789
2024
Q2 		$50.3K Hold
2,625
– – 0.01% 341
2024
Q1 		$50.4K Hold
2,625
– – 0.01% 295
2023
Q4 		$50.7K Buy
+2,625
New +$49.8K 0.01% 286

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HHM Wealth Advisors's BSCQ Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2024, closing a stake of 2,625 shares — an estimated $50.3K sold.

HHM Wealth Advisors first reported a position in BSCQ in Q4 2023 and held it in 3 quarters. The position peaked at $50.7K in Q4 2023. 337 funds tracked by Wall St. Rank hold BSCQ as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 2,625 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2024, an estimated $50.3K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and held it in 3 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $50.7K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.