Kingsview Wealth Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Kingsview Wealth Management’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	–	Sell	-26,024	Closed	-$509K	–	1113
2024 Q3	$509K	Sell	26,024 -1,385	-5%	-$26.9K	0.01%	716
2024 Q2	$526K	Buy	27,409 +2,630	+11%	+$50.4K	0.01%	673
2024 Q1	$476K	Sell	24,779 -1,965	-7%	-$37.8K	0.01%	677
2023 Q4	$516K	Buy	26,744 +502	+2%	+$9.52K	0.02%	623
2023 Q3	$493K	Buy	26,242 +1,575	+6%	+$29.8K	0.02%	621
2023 Q2	$467K	Buy	24,667 +989	+4%	+$18.9K	0.02%	612
2023 Q1	$454K	Sell	23,678 -489	-2%	-$9.31K	0.02%	606
2022 Q4	$457K	Buy	24,167 +2,707	+13%	+$50.9K	0.02%	534
2022 Q3	$400K	Buy	21,460 +1,699	+9%	+$32.8K	0.02%	558
2022 Q2	$381K	Sell	19,761 -2,149	-10%	-$41.9K	0.02%	594
2022 Q1	$438K	Buy	21,910 +1,282	+6%	+$26.3K	0.02%	602
2021 Q4	$436K	Buy	20,628 +3,253	+19%	+$69K	0.02%	615
2021 Q3	$372K	Buy	17,375 +1,342	+8%	+$28.9K	0.02%	621
2021 Q2	$345K	Buy	+16,033	New	+$345K	0.02%	661

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $26.6B AUM 22.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingsview Wealth Management's BSCQ Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2024, closing a stake of 26,024 shares — an estimated $509K sold.

Kingsview Wealth Management first reported a position in BSCQ in Q2 2021 and held it in 14 quarters. The position peaked at $526K in Q2 2024. 367 funds tracked by Wall St. Rank hold BSCQ as of Q4 2024.

Kingsview Wealth Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 26,024 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2024, an estimated $509K.
Kingsview Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2021 and held it in 14 quarters.
Kingsview Wealth Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $526K in Q2 2024.
367 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.