Nalls Sherbakoff Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Nalls Sherbakoff Group’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 Q4	$506K	Sell	25,875 -3,509	-12%	-$68.7K	0.37%	50
2025 Q3	$575K	Buy	29,384 +5,385	+22%	+$105K	0.39%	49
2025 Q2	$468K	Buy	23,999 +815	+4%	+$15.9K	0.34%	55
2025 Q1	$452K	Buy	+23,184	New	+$452K	0.37%	50
2023 Q4	$137K	Buy	7,114 +3,110	+78%	+$59K	0.12%	102
2023 Q3	$75.2K	Buy	4,004 +844	+27%	+$16K	0.07%	129
2023 Q2	$60.2K	Buy	3,160 +8	+0.3%	+$153	0.06%	148
2023 Q1	$60.1K	Buy	+3,152	New	+$60K	0.06%	149
2018 Q4	$33K	Buy	+1,769	New	+$32.8K	0.05%	179

Other funds holding BSCQ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Nalls Sherbakoff Group's BSCQ Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 12% in Q4 2025, selling an estimated $68.7K and leaving 25,875 shares worth $506K. The position accounts for 0.37% of the portfolio, ranked #50.

Nalls Sherbakoff Group first reported a position in BSCQ in Q4 2018 and has held it in 9 quarters since. The position peaked at $575K in Q3 2025. 417 funds tracked by Wall St. Rank hold BSCQ as of Q4 2025.

Nalls Sherbakoff Group held 25,875 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $506K as of Q4 2025.
Nalls Sherbakoff Group sold 3,509 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2025, an estimated $68.7K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.37% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #50 holding.
Nalls Sherbakoff Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $575K in Q3 2025.
417 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.