Modern Wealth Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Modern Wealth 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 Q2	$7.63M	Buy	391,001 +106,194	+37%	+$2.08M	0.09%	212
2026 Q1	$5.56M	Sell	284,807 -2,844	-1%	-$55.6K	0.1%	190
2025 Q4	$5.63M	Buy	287,651 +19,434	+7%	+$380K	0.1%	176
2025 Q3	$5.25M	Buy	268,217 +6,622	+3%	+$129K	0.1%	181
2025 Q2	$5.11M	Buy	+261,595	New	+$5.1M	0.13%	165

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

Modern Wealth Management's BSCQ Position: Q2 2026 in Review

Modern Wealth Management increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 37% in Q2 2026, buying an estimated $2.08M and bringing the position to 391,001 shares worth $7.63M. The position accounts for 0.09% of the portfolio, ranked #212.

Modern Wealth Management first reported a position in BSCQ in Q2 2025 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Modern Wealth Management held 391,001 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $7.63M as of Q2 2026.
Modern Wealth Management bought 106,194 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $2.08M.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #212 holding.
Modern Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.