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

JMG 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
2023
Q4 		– Sell
-13,028
Closed -$245K – 120
2023
Q3 		$245K Hold
13,028
– – 0.01% 103
2023
Q2 		$247K Buy
+13,028
New +$249K 0.01% 101

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UBS Group
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SRC
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACA
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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

JMG Financial Group's BSCQ Position: Q4 2023 in Review

JMG Financial Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2023, closing a stake of 13,028 shares — an estimated $245K sold.

JMG Financial Group first reported a position in BSCQ in Q2 2023 and held it in 2 quarters. The position peaked at $247K in Q2 2023. 305 funds tracked by Wall St. Rank hold BSCQ as of Q4 2023.

  • JMG Financial Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
  • JMG Financial Group sold 13,028 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2023, an estimated $245K.
  • JMG Financial Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2023 and held it in 2 quarters.
  • JMG Financial Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $247K in Q2 2023.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2023.

Based on JMG Financial Group's 13F filing for Q4 2023, filed 2 Feb 2024.