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

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return