MFA Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

MFA Wealth Advisors’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 Q1	–	Sell	-290,864	Closed	-$5.65M	–	89
2024 Q4	$5.65M	Sell	290,864 -702,375	-71%	-$13.7M	1.45%	20
2024 Q3	$19.4M	Sell	993,239 -765,142	-44%	-$14.9M	4.25%	5
2024 Q2	$33.7M	Buy	1,758,381 +105,820	+6%	+$2.03M	7.37%	1
2024 Q1	$31.7M	Buy	1,652,561 +52,745	+3%	+$1.01M	8.35%	2
2023 Q4	$30.9M	Buy	1,599,816 +1,218	+0.1%	+$23.1K	8.68%	3
2023 Q3	$30M	Buy	1,598,598 +1,052,558	+193%	+$19.9M	9.32%	2
2023 Q2	$10.3M	Buy	+546,040	New	+$10.4M	3.26%	11

Other funds holding BSCQ

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MFA Wealth Advisors's BSCQ Position: Q1 2025 in Review

MFA Wealth Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2025, closing a stake of 290,864 shares — an estimated $5.65M sold.

MFA Wealth Advisors first reported a position in BSCQ in Q2 2023 and held it in 7 quarters. The position peaked at $33.7M in Q2 2024. 392 funds tracked by Wall St. Rank hold BSCQ as of Q1 2025.

MFA Wealth Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
MFA Wealth Advisors sold 290,864 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2025, an estimated $5.65M.
MFA Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
MFA Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $33.7M in Q2 2024.
392 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2025.

Based on MFA Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.