Householder Group Estate & Retirement Specialist’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Householder Group Estate & Retirement Specialist’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	-20,439	Closed	-$399K	–	613
2024 Q3	$399K	Sell	20,439 -1,591	-7%	-$30.9K	0.12%	166
2024 Q2	$422K	Sell	22,030 -485	-2%	-$9.3K	0.12%	149
2024 Q1	$433K	Buy	22,515 +629	+3%	+$12.1K	0.13%	148
2023 Q4	$422K	Sell	21,886 -334	-2%	-$6.33K	0.14%	137
2023 Q3	$417K	Buy	+22,220	New	+$420K	0.15%	127
2023 Q1	$452K	Buy	+23,570	New	+$449K	0.17%	114
2022 Q4	–	Sell	-28,996	Closed	-$540K	–	419
2022 Q3	$540K	Sell	28,996 -9,519	-25%	-$184K	0.22%	100
2022 Q2	$742K	Sell	38,515 -10,489	-21%	-$204K	0.33%	68
2022 Q1	$979K	Sell	49,004 -2,381	-5%	-$48.8K	0.39%	65
2021 Q4	$1.09M	Buy	+51,385	New	+$1.09M	0.4%	67

Other funds holding BSCQ

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSCQ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2024, closing a stake of 20,439 shares — an estimated $399K sold.

Householder Group Estate & Retirement Specialist first reported a position in BSCQ in Q4 2021 and held it in 10 quarters. The position peaked at $1.09M in Q4 2021. 367 funds tracked by Wall St. Rank hold BSCQ as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 20,439 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2024, an estimated $399K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.09M in Q4 2021.
367 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.