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Kades & Cheifetz’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Kades & Cheifetz’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
2024
Q4 		$520K Buy
26,788
+731
+3% +$14.2K 0.27% 67
2024
Q3 		$510K Buy
26,057
+2,775
+12% +$53.9K 0.29% 64
2024
Q2 		$446K Buy
23,282
+7,565
+48% +$145K 0.28% 61
2024
Q1 		$302K Buy
+15,717
New +$302K 0.19% 73

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kades & Cheifetz's BSCQ Position: Q4 2024 in Review

Kades & Cheifetz increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 2.8% in Q4 2024, buying an estimated $14.2K and bringing the position to 26,788 shares worth $520K. The position accounts for 0.27% of the portfolio, ranked #67.

Kades & Cheifetz first reported a position in BSCQ in Q1 2024 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold BSCQ as of Q4 2024.

  • Kades & Cheifetz held 26,788 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $520K as of Q4 2024.
  • Kades & Cheifetz bought 731 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2024, an estimated $14.2K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.27% of Kades & Cheifetz's portfolio in Q4 2024, its #67 holding.
  • Kades & Cheifetz first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.