LifePlan Financial Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

LifePlan Financial 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
2020 Q3	$112K	Hold	5,174	–	–	0.05%	176
2020 Q2	$111K	Hold	5,174	–	–	0.05%	169
2020 Q1	$102K	Hold	5,174	–	–	0.06%	162
2019 Q4	$106K	Hold	5,174	–	–	0.05%	179
2019 Q3	$106K	Hold	5,174	–	–	0.05%	177
2019 Q2	$104K	Hold	5,174	–	–	0.05%	172
2019 Q1	$101K	Hold	5,174	–	–	0.05%	180
2018 Q4	$96K	Hold	5,174	–	–	0.06%	179
2018 Q3	$97K	Hold	5,174	–	–	0.05%	186
2018 Q2	$97K	Hold	5,174	–	–	0.05%	180
2018 Q1	$98K	Buy	+5,174	New	+$99.3K	0.06%	167

Other funds holding BSCQ

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LifePlan Financial Group's BSCQ Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) position steady in Q3 2020 at 5,174 shares worth $112K. The position accounts for 0.05% of the portfolio, ranked #176.

LifePlan Financial Group first reported a position in BSCQ in Q1 2018 and has held it in 11 quarters since. 77 funds tracked by Wall St. Rank hold BSCQ as of Q3 2020.

LifePlan Financial Group held 5,174 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $112K as of Q3 2020.
LifePlan Financial Group left its Invesco BulletShares 2026 Corporate Bond ETF share count unchanged in Q3 2020.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.05% of LifePlan Financial Group's portfolio in Q3 2020, its #176 holding.
LifePlan Financial Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2018 and has held it in 11 quarters since.
77 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.