Lantz Financial’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Lantz Financial’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 Q3	$9.6M	Buy	493,466 +5,464	+1%	+$107K	1.75%	10
2026 Q2	$9.5M	Buy	488,002 +13,464	+3%	+$263K	1.74%	8
2026 Q1	$9.27M	Buy	474,538 +20,726	+5%	+$405K	1.92%	8
2025 Q4	$8.88M	Buy	453,812 +21,915	+5%	+$429K	1.87%	9
2025 Q3	$8.45M	Buy	431,897 +16,790	+4%	+$328K	1.87%	9
2025 Q2	$8.1M	Buy	415,107 +15,806	+4%	+$308K	2.02%	8
2025 Q1	$7.78M	Buy	399,301 +15,775	+4%	+$307K	2.13%	8
2024 Q4	$7.45M	Buy	383,526 +53,663	+16%	+$1.04M	1.99%	9
2024 Q3	$6.45M	Buy	329,863 +118,090	+56%	+$2.29M	1.75%	9
2024 Q2	$4.06M	Buy	211,773 +2,012	+1%	+$38.6K	1.26%	15
2024 Q1	$4.03M	Buy	+209,761	New	+$4.04M	1.3%	12

Other funds holding BSCQ

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $240M AUM 54.67% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Lantz Financial's BSCQ Position: Q3 2026 in Review

Lantz Financial increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 1.1% in Q3 2026, buying an estimated $107K and bringing the position to 493,466 shares worth $9.6M. The position accounts for 1.75% of the portfolio, ranked #10.

Lantz Financial first reported a position in BSCQ in Q1 2024 and has held it in 11 quarters since. 97 funds tracked by Wall St. Rank hold BSCQ as of Q3 2026.

Lantz Financial held 493,466 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $9.6M as of Q3 2026.
Lantz Financial bought 5,464 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2026, an estimated $107K.
Invesco BulletShares 2026 Corporate Bond ETF made up 1.75% of Lantz Financial's portfolio in Q3 2026, its #10 holding.
Lantz Financial first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2024 and has held it in 11 quarters since.
97 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.