Higgins & Schmidt Wealth Strategies’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Higgins & Schmidt Wealth Strategies’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	-36,547	Closed	-$715K	–	48
2024 Q3	$715K	Buy	36,547 +1,822	+5%	+$35.4K	0.46%	27
2024 Q2	$666K	Buy	34,725 +3,189	+10%	+$61.1K	0.48%	27
2024 Q1	$606K	Buy	31,536 +1,416	+5%	+$27.2K	0.45%	27
2023 Q4	$581K	Buy	+30,120	New	+$571K	0.47%	25

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

Higgins & Schmidt Wealth Strategies's BSCQ Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2024, closing a stake of 36,547 shares — an estimated $715K sold.

Higgins & Schmidt Wealth Strategies first reported a position in BSCQ in Q4 2023 and held it in 4 quarters. The position peaked at $715K in Q3 2024. 367 funds tracked by Wall St. Rank hold BSCQ as of Q4 2024.

Higgins & Schmidt Wealth Strategies reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Higgins & Schmidt Wealth Strategies sold 36,547 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2024, an estimated $715K.
Higgins & Schmidt Wealth Strategies first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Higgins & Schmidt Wealth Strategies's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $715K in Q3 2024.
367 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.