Koss-Olinger Consulting’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Koss-Olinger Consulting’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	$959K	Buy	49,101 +408	+0.8%	+$7.97K	0.07%	59
2026 Q1	$951K	Sell	48,693 -1,463	-3%	-$28.6K	0.08%	100
2025 Q4	$982K	Buy	50,156 +6,157	+14%	+$121K	0.08%	97
2025 Q3	$859K	Hold	43,999	–	–	0.07%	132
2025 Q2	$859K	Sell	43,999 -4,718	-10%	-$92K	0.07%	133
2025 Q1	$949K	Buy	48,717 +720	+2%	+$14K	0.08%	124
2024 Q4	$933K	Buy	47,997 +7,817	+19%	+$152K	0.08%	97
2024 Q3	$786K	Buy	40,180 +712	+2%	+$13.8K	0.07%	112
2024 Q2	$757K	Buy	+39,468	New	+$757K	0.07%	115
2024 Q1	–	Sell	-48,513	Closed	-$936K	–	77
2023 Q4	$936K	Buy	48,513 +13,422	+38%	+$254K	0.09%	102
2023 Q3	$659K	Buy	35,091 +8,986	+34%	+$170K	0.1%	116
2023 Q2	$495K	Buy	26,105 +12,983	+99%	+$248K	0.06%	136
2023 Q1	$251K	Buy	13,122 +2,272	+21%	+$43.2K	0.03%	201
2022 Q4	$205K	Buy	+10,850	New	+$204K	0.03%	210

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

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

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

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

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

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

Koss-Olinger Consulting's BSCQ Position: Q2 2026 in Review

Koss-Olinger Consulting increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 0.84% in Q2 2026, buying an estimated $7.97K and bringing the position to 49,101 shares worth $959K. The position accounts for 0.07% of the portfolio, ranked #59.

Koss-Olinger Consulting first reported a position in BSCQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $982K in Q4 2025. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Koss-Olinger Consulting held 49,101 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $959K as of Q2 2026.
Koss-Olinger Consulting bought 408 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $7.97K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.07% of Koss-Olinger Consulting's portfolio in Q2 2026, its #59 holding.
Koss-Olinger Consulting first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
Koss-Olinger Consulting's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $982K in Q4 2025.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.