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Insight Wealth Partners’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Insight Wealth Partners’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 		$349K Hold
17,870
– – 0.14% 92
2025
Q4 		$350K Sell
17,870
-29,184
-62% -$571K 0.15% 85
2025
Q3 		$920K Sell
47,054
-102
-0.2% -$1.99K 0.41% 54
2025
Q2 		$920K Buy
47,156
+2,005
+4% +$39.1K 0.51% 46
2025
Q1 		$880K Buy
45,151
+3,573
+9% +$69.6K 0.53% 46
2024
Q4 		$808K Buy
41,578
+5,029
+14% +$97.9K 0.51% 47
2024
Q3 		$715K Hold
36,549
– – 0.44% 56
2024
Q2 		$701K Buy
36,549
+647
+2% +$12.4K 0.45% 49
2024
Q1 		$690K Sell
35,902
-1,424
-4% -$27.4K 0.45% 49
2023
Q4 		$720K Sell
37,326
-1,400
-4% -$26.5K 0.54% 46
2023
Q3 		$727K Sell
38,726
-51
-0.1% -$964 0.61% 40
2023
Q2 		$735K Buy
+38,777
New +$741K 0.61% 39

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $653B AUM 32.41% 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 $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return