Jim Simons’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Jim Simons’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
2025 Q4	–	Sell	-31,486	Closed	-$616K	–	3270
2025 Q3	$616K	Sell	31,486 -974,675	-97%	-$19.1M	﹤0.01%	2705
2025 Q2	$19.6M	Sell	1,006,161 -499,269	-33%	-$9.73M	0.03%	727
2025 Q1	$29.3M	Buy	1,505,430 +221,651	+17%	+$4.32M	0.04%	504
2024 Q4	$24.9M	Buy	1,283,779 +648,783	+102%	+$12.6M	0.04%	562
2024 Q3	$12.4M	Buy	634,996 +346,361	+120%	+$6.73M	0.02%	931
2024 Q2	$5.53M	Buy	288,635 +139,653	+94%	+$2.68M	0.01%	1229
2024 Q1	$2.86M	Buy	148,982 +16,082	+12%	+$309K	﹤0.01%	1794
2023 Q4	$2.56M	Buy	132,900 +58,200	+78%	+$1.1M	﹤0.01%	1797
2023 Q3	$1.4M	Buy	+74,700	New	+$1.41M	﹤0.01%	2079
2023 Q2	–	Sell	-61,754	Closed	-$1.18M	–	3931
2023 Q1	$1.18M	Buy	+61,754	New	+$1.18M	﹤0.01%	2364

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Jim Simons's BSCQ Position: Q4 2025 in Review

Jim Simons sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2025, closing a stake of 31,486 shares — an estimated $616K sold.

Jim Simons first reported a position in BSCQ in Q1 2023 and held it in 10 quarters. The position peaked at $29.3M in Q1 2025. 417 funds tracked by Wall St. Rank hold BSCQ as of Q4 2025.

Jim Simons reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Jim Simons sold 31,486 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2025, an estimated $616K.
Jim Simons first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2023 and held it in 10 quarters.
Jim Simons's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $29.3M in Q1 2025.
417 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.