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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
Q2 		$9.53M 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

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
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

Lantz Financial's BSCQ Position: Q2 2026 in Review

Lantz Financial increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 2.8% in Q2 2026, buying an estimated $263K and bringing the position to 488,002 shares worth $9.53M. The position accounts for 1.74% of the portfolio, ranked #8.

Lantz Financial first reported a position in BSCQ in Q1 2024 and has held it in 10 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Lantz Financial held 488,002 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $9.53M as of Q2 2026.
  • Lantz Financial bought 13,464 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $263K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 1.74% of Lantz Financial's portfolio in Q2 2026, its #8 holding.
  • Lantz Financial first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.