Leo Wealth LLC’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Leo Wealth LLC’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 Q1	$4.64M	Sell	237,498 -12,602	-5%	-$247K	0.34%	60
2025 Q4	$4.9M	Buy	+250,100	New	+$4.9M	0.36%	54
2025 Q3	–	Sell	-137,037	Closed	-$2.67M	–	298
2025 Q2	$2.67M	Buy	+137,037	New	+$2.67M	0.21%	93
2025 Q1	–	Sell	-84,408	Closed	-$1.64M	–	279
2024 Q4	$1.64M	Buy	84,408 +13,778	+20%	+$268K	0.15%	118
2024 Q3	$1.38M	Buy	70,630 +14,486	+26%	+$281K	0.13%	127
2024 Q2	$1.08M	Hold	56,144	–	–	0.11%	139
2024 Q1	$1.08M	Hold	56,144	–	–	0.11%	145
2023 Q4	$1.08M	Buy	+56,144	New	+$1.06M	0.11%	136

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

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

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

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Leo Wealth LLC's BSCQ Position: Q1 2026 in Review

Leo Wealth LLC reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 5% in Q1 2026, selling an estimated $247K and leaving 237,498 shares worth $4.64M. The position accounts for 0.34% of the portfolio, ranked #60.

Leo Wealth LLC first reported a position in BSCQ in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.9M in Q4 2025. 406 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

Leo Wealth LLC held 237,498 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $4.64M as of Q1 2026.
Leo Wealth LLC sold 12,602 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $247K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.34% of Leo Wealth LLC's portfolio in Q1 2026, its #60 holding.
Leo Wealth LLC first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $4.9M in Q4 2025.
406 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.