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Integrated Wealth Concepts’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Integrated Wealth Concepts’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 		$5.41M Buy
276,986
+51,179
+23% +$1M 0.04% 398
2025
Q4 		$4.42M Buy
225,807
+11,342
+5% +$222K 0.05% 321
2025
Q3 		$4.19M Sell
214,465
-114,107
-35% -$2.23M 0.04% 426
2025
Q2 		$6.41M Sell
328,572
-41,070
-11% -$801K 0.06% 284
2025
Q1 		$7.2M Buy
369,642
+25,533
+7% +$497K 0.08% 241
2024
Q4 		$6.69M Buy
344,109
+28,409
+9% +$553K 0.08% 244
2024
Q3 		$6.18M Buy
315,700
+105,214
+50% +$2.04M 0.08% 243
2024
Q2 		$4.04M Sell
210,486
-28,701
-12% -$550K 0.06% 309
2024
Q1 		$4.59M Buy
239,187
+102,426
+75% +$1.97M 0.07% 281
2023
Q4 		$2.64M Buy
136,761
+1,172
+0.9% +$22.2K 0.04% 384
2023
Q3 		$2.55M Buy
135,589
+6,672
+5% +$126K 0.04% 373
2023
Q2 		$2.44M Buy
128,917
+44,437
+53% +$849K 0.04% 389
2023
Q1 		$1.62M Buy
84,480
+3,936
+5% +$74.9K 0.03% 475
2022
Q4 		$1.52M Sell
80,544
-539
-0.7% -$10.1K 0.04% 380
2022
Q3 		$1.51M Buy
81,083
+7,673
+10% +$148K 0.05% 334
2022
Q2 		$1.42M Buy
73,410
+14,819
+25% +$289K 0.04% 351
2022
Q1 		$1.17M Buy
58,591
+4,141
+8% +$84.8K 0.04% 358
2021
Q4 		$1.15M Buy
+54,450
New +$1.15M 0.03% 372

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

Integrated Wealth Concepts's BSCQ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 23% in Q1 2026, buying an estimated $1M and bringing the position to 276,986 shares worth $5.41M. The position accounts for 0.04% of the portfolio, ranked #398.

Integrated Wealth Concepts first reported a position in BSCQ in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.2M in Q1 2025. 405 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

  • Integrated Wealth Concepts held 276,986 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $5.41M as of Q1 2026.
  • Integrated Wealth Concepts bought 51,179 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $1M.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #398 holding.
  • Integrated Wealth Concepts first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $7.2M in Q1 2025.
  • 405 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.