Meriwether Wealth & Planning’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Meriwether Wealth & Planning’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	$402K	Sell	20,566 -332,315	-94%	-$6.49M	0.2%	76
2026 Q1	$6.89M	Buy	352,881 +38,320	+12%	+$750K	3.78%	6
2025 Q4	$6.16M	Buy	314,561 +17,309	+6%	+$339K	3.47%	5
2025 Q3	$5.81M	Buy	297,252 +9,170	+3%	+$179K	3.37%	5
2025 Q2	$5.62M	Buy	288,082 +7,900	+3%	+$154K	3.52%	5
2025 Q1	$5.46M	Buy	+280,182	New	+$5.46M	3.56%	6

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Meriwether Wealth & Planning's BSCQ Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 94% in Q2 2026, selling an estimated $6.49M and leaving 20,566 shares worth $402K. The position accounts for 0.2% of the portfolio, ranked #76.

Meriwether Wealth & Planning first reported a position in BSCQ in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.89M in Q1 2026. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Meriwether Wealth & Planning held 20,566 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $402K as of Q2 2026.
Meriwether Wealth & Planning sold 332,315 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $6.49M.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.2% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #76 holding.
Meriwether Wealth & Planning first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Meriwether Wealth & Planning's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $6.89M in Q1 2026.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.