Money Concepts Capital’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-6,437	Closed	-$122K	–	781
2022 Q4	$122K	Hold	6,437	–	–	0.01%	894
2022 Q3	$120K	Hold	6,437	–	–	0.01%	540
2022 Q2	$125K	Buy	6,437 +894	+16%	+$17.4K	0.01%	522
2022 Q1	$111K	Buy	5,543 +205	+4%	+$4.2K	0.01%	944
2021 Q4	$113K	Buy	+5,338	New	+$113K	0.01%	539

Other funds holding BSCQ

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Money Concepts Capital's BSCQ Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2023, closing a stake of 6,437 shares — an estimated $122K sold.

Money Concepts Capital first reported a position in BSCQ in Q4 2021 and held it in 5 quarters. The position peaked at $125K in Q2 2022. 252 funds tracked by Wall St. Rank hold BSCQ as of Q1 2023.

Money Concepts Capital reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 6,437 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2023, an estimated $122K.
Money Concepts Capital first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $125K in Q2 2022.
252 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.