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

Marietta Wealth Management’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
Q2 		$7.8M Buy
399,441
+14,238
+4% +$278K 0.8% 51
2026
Q1 		$7.52M Buy
385,203
+20,077
+5% +$393K 0.89% 46
2025
Q4 		$7.15M Buy
365,126
+19,913
+6% +$390K 0.83% 49
2025
Q3 		$6.75M Buy
345,213
+18,363
+6% +$359K 0.83% 51
2025
Q2 		$6.38M Buy
326,850
+6,729
+2% +$131K 0.83% 52
2025
Q1 		$6.24M Buy
320,121
+8,961
+3% +$175K 0.92% 49
2024
Q4 		$6.05M Buy
311,160
+3,786
+1% +$73.7K 0.87% 43
2024
Q3 		$6.01M Buy
307,374
+5,622
+2% +$109K 0.87% 47
2024
Q2 		$5.79M Buy
301,752
+149
+0% +$2.86K 0.9% 43
2024
Q1 		$5.79M Buy
301,603
+28,891
+11% +$556K 0.96% 42
2023
Q4 		$5.26M Sell
272,712
-7,324
-3% -$139K 0.94% 47
2023
Q3 		$5.26M Sell
280,036
-11,468
-4% -$217K 1.05% 40
2023
Q2 		$5.52M Buy
291,504
+8,754
+3% +$167K 1.04% 42
2023
Q1 		$5.42M Buy
282,750
+15,090
+6% +$287K 1.15% 39
2022
Q4 		$5.07M Sell
267,660
-163,096
-38% -$3.07M 1.15% 42
2022
Q3 		$8.03M Sell
430,756
-10,189
-2% -$197K 2% 11
2022
Q2 		$8.5M Buy
440,945
+17,900
+4% +$349K 2.05% 9
2022
Q1 		$8.45M Sell
423,045
-62,283
-13% -$1.28M 1.77% 12
2021
Q4 		$10.3M Sell
485,328
-35,110
-7% -$745K 2.06% 9
2021
Q3 		$11.2M Buy
520,438
+52,738
+11% +$1.14M 2.44% 7
2021
Q2 		$10.1M Buy
+467,700
New +$10.1M 2.27% 7

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SLFPAM
St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Marietta Wealth Management's BSCQ Position: Q2 2026 in Review

Marietta Wealth Management increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 3.7% in Q2 2026, buying an estimated $278K and bringing the position to 399,441 shares worth $7.8M. The position accounts for 0.8% of the portfolio, ranked #51.

Marietta Wealth Management first reported a position in BSCQ in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.2M in Q3 2021. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Marietta Wealth Management held 399,441 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $7.8M as of Q2 2026.
  • Marietta Wealth Management bought 14,238 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $278K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.8% of Marietta Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Marietta Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Marietta Wealth Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $11.2M in Q3 2021.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.