Independent Financial Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Independent Financial Group’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 Q2	$408K	Sell	20,903 -1,755	-8%	-$34.3K	0.01%	1075
2026 Q1	$443K	Sell	22,658 -376	-2%	-$7.36K	0.01%	991
2025 Q4	$451K	Buy	23,034 +3,108	+16%	+$60.8K	0.01%	952
2025 Q3	$390K	Sell	19,926 -1,448	-7%	-$28.3K	0.01%	961
2025 Q2	$417K	Sell	21,374 -552	-3%	-$10.8K	0.01%	855
2025 Q1	$427K	Buy	21,926 +1,834	+9%	+$35.7K	0.01%	773
2024 Q4	$390K	Buy	20,092 +563	+3%	+$11K	0.01%	796
2024 Q3	$382K	Buy	19,529 +3,182	+19%	+$61.8K	0.01%	769
2024 Q2	$313K	Buy	16,347 +226	+1%	+$4.33K	0.01%	811
2024 Q1	$310K	Buy	16,121 +1,731	+12%	+$33.3K	0.01%	765
2023 Q4	$278K	Buy	+14,390	New	+$273K	0.01%	752

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Independent Financial Group's BSCQ Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 7.7% in Q2 2026, selling an estimated $34.3K and leaving 20,903 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #1075.

Independent Financial Group first reported a position in BSCQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $451K in Q4 2025. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Independent Financial Group held 20,903 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $408K as of Q2 2026.
Independent Financial Group sold 1,755 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $34.3K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1075 holding.
Independent Financial Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $451K in Q4 2025.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.