JWCA
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J.W. Cole Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

J.W. Cole Advisors’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 		$3.23M Buy
+165,212
New +$3.23M 0.06% 349
2026
Q1 		– Sell
-163,670
Closed -$3.19M – 827
2025
Q4 		$3.19M Buy
163,670
+26,914
+20% +$527K 0.08% 255
2025
Q3 		$2.67M Buy
136,756
+9,749
+8% +$191K 0.05% 355
2025
Q2 		$2.48M Buy
127,007
+11,009
+9% +$215K 0.05% 345
2025
Q1 		$2.26M Buy
115,998
+44,235
+62% +$862K 0.07% 287
2024
Q4 		$1.39M Buy
71,763
+40,689
+131% +$792K 0.06% 331
2024
Q3 		$608K Buy
31,074
+12,925
+71% +$251K 0.03% 531
2024
Q2 		$348K Sell
18,149
-12,490
-41% -$239K 0.02% 648
2024
Q1 		$589K Buy
30,639
+2,653
+9% +$51K 0.03% 489
2023
Q4 		$540K Buy
27,986
+582
+2% +$11K 0.03% 462
2023
Q3 		$515K Buy
27,404
+2,182
+9% +$41.2K 0.04% 410
2023
Q2 		$478K Buy
25,222
+3,778
+18% +$72.2K 0.03% 439
2023
Q1 		$411K Sell
21,444
-1,023
-5% -$19.5K 0.03% 495
2022
Q4 		$425K Buy
22,467
+11,021
+96% +$207K 0.03% 459
2022
Q3 		$213K Buy
11,446
+14
+0.1% +$270 0.02% 653
2022
Q2 		$220K Buy
+11,432
New +$223K 0.02% 650
2021
Q4 		– Sell
-210,471
Closed -$4.81M – 843
2021
Q3 		$4.81M Buy
+210,471
New +$4.54M 0.34% 51

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
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

J.W. Cole Advisors's BSCQ Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2026: 165,212 shares worth $3.23M. The stake represents 0.06% of the portfolio and ranks #349 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BSCQ as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BSCQ in Q3 2021 and has held it in 17 quarters since. The position peaked at $4.81M in Q3 2021. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • J.W. Cole Advisors held 165,212 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $3.23M as of Q2 2026.
  • Invesco BulletShares 2026 Corporate Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #349 holding.
  • J.W. Cole Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • J.W. Cole Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $4.81M in Q3 2021.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.