Milestones Private Investment Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Milestones Private Investment 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
2026 Q1	–	Sell	-10,255	Closed	-$201K	–	83
2025 Q4	$201K	Sell	10,255 -119,344	-92%	-$2.34M	0.14%	119
2025 Q3	$2.53M	Buy	129,599 +9,734	+8%	+$190K	1.73%	20
2025 Q2	$2.34M	Buy	+119,865	New	+$2.34M	1.73%	19

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Milestones Private Investment Advisors's BSCQ Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2026, closing a stake of 10,255 shares — an estimated $201K sold.

Milestones Private Investment Advisors first reported a position in BSCQ in Q2 2025 and held it in 3 quarters. The position peaked at $2.53M in Q3 2025. 406 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

Milestones Private Investment Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
Milestones Private Investment Advisors sold 10,255 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $201K.
Milestones Private Investment Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2025 and held it in 3 quarters.
Milestones Private Investment Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $2.53M in Q3 2025.
406 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.