Lokken Investment Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Lokken Investment 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	–	Sell	-227,054	Closed	-$4.36M	–	153
2024 Q1	$4.36M	Buy	227,054 +12,272	+6%	+$236K	2.17%	13
2023 Q4	$4.15M	Buy	214,782 +6,838	+3%	+$130K	2.34%	12
2023 Q3	$3.91M	Buy	207,944 +9,634	+5%	+$182K	2.56%	11
2023 Q2	$3.76M	Buy	198,310 +186,612	+1,595%	+$3.56M	2.45%	11
2023 Q1	$224K	Buy	+11,698	New	+$223K	0.17%	106

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

Lokken Investment Group's BSCQ Position: Q2 2024 in Review

Lokken Investment Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2024, closing a stake of 227,054 shares — an estimated $4.36M sold.

Lokken Investment Group first reported a position in BSCQ in Q1 2023 and held it in 5 quarters. The position peaked at $4.36M in Q1 2024. 321 funds tracked by Wall St. Rank hold BSCQ as of Q2 2024.

Lokken Investment Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Lokken Investment Group sold 227,054 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2024, an estimated $4.36M.
Lokken Investment Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2023 and held it in 5 quarters.
Lokken Investment Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $4.36M in Q1 2024.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2024.

Based on Lokken Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.