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Milestone Asset Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Milestone Asset 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
2026
Q3 		$7.24M Buy
371,135
+14,908
+4% +$291K 1.15% 18
2026
Q2 		$6.96M Buy
356,227
+18,684
+6% +$365K 1.09% 18
2026
Q1 		$6.59M Buy
337,543
+45,076
+15% +$882K 1.22% 13
2025
Q4 		$5.73M Buy
+292,467
New +$5.73M 1.08% 25

Other funds holding BSCQ

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return

Milestone Asset Management's BSCQ Position: Q3 2026 in Review

Milestone Asset Management increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 4.2% in Q3 2026, buying an estimated $291K and bringing the position to 371,135 shares worth $7.24M. The position accounts for 1.15% of the portfolio, ranked #18.

Milestone Asset Management first reported a position in BSCQ in Q4 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold BSCQ as of Q3 2026.

  • Milestone Asset Management held 371,135 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $7.24M as of Q3 2026.
  • Milestone Asset Management bought 14,908 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2026, an estimated $291K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 1.15% of Milestone Asset Management's portfolio in Q3 2026, its #18 holding.
  • Milestone Asset Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.