McCarthy & Cox’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

McCarthy & Cox’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
2025 Q4	–	Sell	-26,497	Closed	-$518K	–	23
2025 Q3	$518K	Sell	26,497 -4,680	-15%	-$91.5K	0.12%	41
2025 Q2	$609K	Sell	31,177 -278,037	-90%	-$5.42M	0.16%	36
2025 Q1	$6.02M	Sell	309,214 -142,168	-31%	-$2.77M	2.62%	11
2024 Q4	$8.77M	Sell	451,382 -313,712	-41%	-$6.11M	3.04%	13
2024 Q3	$15M	Sell	765,094 -62,625	-8%	-$1.22M	5.74%	7
2024 Q2	$15.9M	Buy	827,719 +14,292	+2%	+$274K	6.09%	4
2024 Q1	$15.6M	Buy	+813,427	New	+$15.6M	5.9%	5

Other funds holding BSCQ

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HBT

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

McCarthy & Cox's BSCQ Position: Q4 2025 in Review

McCarthy & Cox sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2025, closing a stake of 26,497 shares — an estimated $518K sold.

McCarthy & Cox first reported a position in BSCQ in Q1 2024 and held it in 7 quarters. The position peaked at $15.9M in Q2 2024. 417 funds tracked by Wall St. Rank hold BSCQ as of Q4 2025.

McCarthy & Cox reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 26,497 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2025, an estimated $518K.
McCarthy & Cox first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $15.9M in Q2 2024.
417 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.