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Independent Advisor Alliance’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Independent Advisor Alliance’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
2026
Q1 		$9.65M Buy
+493,875
New +$9.66M 0.1% 176
2025
Q1 		– Sell
-1,428,206
Closed -$27.8M – 854
2024
Q4 		$27.8M Buy
+1,428,206
New +$27.8M 0.37% 53

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Independent Advisor Alliance's BSCQ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2026: 493,875 shares worth $9.65M. The stake represents 0.1% of the portfolio and ranks #176 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BSCQ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BSCQ in Q4 2024 and has held it in 2 quarters since. The position peaked at $27.8M in Q4 2024. 405 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

  • Independent Advisor Alliance held 493,875 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $9.65M as of Q1 2026.
  • Invesco BulletShares 2026 Corporate Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q1 2026, its #176 holding.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $27.8M in Q4 2024.
  • 405 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.