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McElhenny Sheffield Capital Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-980
Closed -$18.5K – 151
2022
Q4 		$18.5K Buy
+980
New +$18.4K 0.01% 272

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SRC
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McElhenny Sheffield Capital Management's BSCQ Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2023, closing a stake of 980 shares — an estimated $18.5K sold.

McElhenny Sheffield Capital Management first reported a position in BSCQ in Q4 2022 and held it in 1 quarter. The position peaked at $18.5K in Q4 2022. 252 funds tracked by Wall St. Rank hold BSCQ as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 980 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2023, an estimated $18.5K.
  • McElhenny Sheffield Capital Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $18.5K in Q4 2022.
  • 252 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.