MGIA
BSCQ icon

Matthew Goff Investment Advisor’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Matthew Goff Investment Advisor’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 		$9.3M Buy
+476,260
New +$9.31M 1.57% 22
2026
Q1 		– Sell
-461,925
Closed -$9.04M – 108
2025
Q4 		$9.04M Buy
461,925
+82,821
+22% +$1.62M 1.6% 21
2025
Q3 		$7.42M Buy
379,104
+95,082
+33% +$1.86M 1.27% 25
2025
Q2 		$5.54M Buy
284,022
+10,566
+4% +$206K 1.03% 33
2025
Q1 		$5.33M Buy
273,456
+62,450
+30% +$1.22M 0.98% 32
2024
Q4 		$4.1M Buy
211,006
+163,914
+348% +$3.19M 0.76% 35
2024
Q3 		$921K Sell
47,092
-217
-0.5% -$4.22K 0.18% 64
2024
Q2 		$907K Sell
47,309
-27
-0.1% -$518 0.19% 64
2024
Q1 		$909K Sell
47,336
-37
-0.1% -$712 0.18% 61
2023
Q4 		$914K Buy
47,373
+32,232
+213% +$611K 0.2% 62
2023
Q3 		$284K Sell
15,141
-103
-0.7% -$1.95K 0.07% 81
2023
Q2 		$289K Sell
15,244
-221
-1% -$4.22K 0.07% 85
2023
Q1 		$296K Sell
15,465
-2,505
-14% -$47.7K 0.07% 81
2022
Q4 		$340K Buy
+17,970
New +$338K 0.09% 75

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

Matthew Goff Investment Advisor's BSCQ Position: Q2 2026 in Review

Matthew Goff Investment Advisor opened a new position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2026: 476,260 shares worth $9.3M. The stake represents 1.57% of the portfolio and ranks #22 among its holdings. This is a return to the name: Matthew Goff Investment Advisor previously reported a position in BSCQ as recently as Q4 2025.

Matthew Goff Investment Advisor first reported a position in BSCQ in Q4 2022 and has held it in 14 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Matthew Goff Investment Advisor held 476,260 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $9.3M as of Q2 2026.
  • Invesco BulletShares 2026 Corporate Bond ETF was a new Matthew Goff Investment Advisor position in Q2 2026.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 1.57% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #22 holding.
  • Matthew Goff Investment Advisor first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.