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

Level Financial Advisors’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
2023
Q1 		– Sell
-478
Closed -$9K – 253
2022
Q4 		$9K Buy
+478
New +$8.99K 0.01% 166

Other funds holding BSCQ

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Level Financial Advisors's BSCQ Position: Q1 2023 in Review

Level Financial Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2023, closing a stake of 478 shares — an estimated $9K sold.

Level Financial Advisors first reported a position in BSCQ in Q4 2022 and held it in 1 quarter. The position peaked at $9K in Q4 2022. 252 funds tracked by Wall St. Rank hold BSCQ as of Q1 2023.

  • Level Financial Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Level Financial Advisors sold 478 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2023, an estimated $9K.
  • Level Financial Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Level Financial Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $9K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.