Levy Wealth Management Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Levy Wealth Management Group’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
2024 Q2	$305K	Hold	15,894	–	–	0.08%	81
2024 Q1	$307K	Hold	15,894	–	–	0.09%	76
2023 Q4	$307K	Hold	15,894	–	–	0.09%	76
2023 Q3	$299K	Hold	15,894	–	–	0.09%	81
2023 Q2	$301K	Hold	15,894	–	–	0.09%	82
2023 Q1	$305K	Buy	+15,894	New	+$302K	0.09%	80

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HBT

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Levy Wealth Management Group's BSCQ Position: Q2 2024 in Review

Levy Wealth Management Group held its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) position steady in Q2 2024 at 15,894 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #81.

Levy Wealth Management Group first reported a position in BSCQ in Q1 2023 and has held it in 6 quarters since. The position peaked at $307K in Q1 2024. 321 funds tracked by Wall St. Rank hold BSCQ as of Q2 2024.

Levy Wealth Management Group held 15,894 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $305K as of Q2 2024.
Levy Wealth Management Group left its Invesco BulletShares 2026 Corporate Bond ETF share count unchanged in Q2 2024.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.08% of Levy Wealth Management Group's portfolio in Q2 2024, its #81 holding.
Levy Wealth Management Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2023 and has held it in 6 quarters since.
Levy Wealth Management Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $307K in Q1 2024.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.