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Meitav Investment House’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Meitav Investment House’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
Q3 		– Sell
-3,350
Closed -$63.5K – 358
2023
Q2 		$63.5K Buy
+3,350
New +$64K ﹤0.01% 421

Other funds holding BSCQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meitav Investment House's BSCQ Position: Q3 2023 in Review

Meitav Investment House sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2023, closing a stake of 3,350 shares — an estimated $63.5K sold.

Meitav Investment House first reported a position in BSCQ in Q2 2023 and held it in 1 quarter. The position peaked at $63.5K in Q2 2023. 275 funds tracked by Wall St. Rank hold BSCQ as of Q3 2023.

  • Meitav Investment House reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 3,350 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2023, an estimated $63.5K.
  • Meitav Investment House first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $63.5K in Q2 2023.
  • 275 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.