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New Potomac Partners’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

New Potomac Partners’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
2024
Q3 		$3.71M Buy
189,664
+15,360
+9% +$298K 1.91% 16
2024
Q2 		$3.34M Buy
174,304
+12,075
+7% +$231K 1.83% 18
2024
Q1 		$3.12M Buy
162,229
+19,745
+14% +$380K 1.73% 24
2023
Q4 		$2.75M Buy
142,484
+15,113
+12% +$286K 1.64% 23
2023
Q3 		$2.39M Buy
127,371
+1,080
+0.9% +$20.4K 1.65% 21
2023
Q2 		$2.39M Sell
126,291
-854
-0.7% -$16.3K 1.58% 24
2023
Q1 		$2.44M Buy
127,145
+3,430
+3% +$65.3K 1.69% 25
2022
Q4 		$2.34M Buy
123,715
+28,955
+31% +$544K 1.73% 23
2022
Q3 		$1.77M Sell
94,760
-5,265
-5% -$102K 1.49% 32
2022
Q2 		$1.93M Buy
100,025
+3,825
+4% +$74.5K 1.55% 29
2022
Q1 		$1.92M Buy
96,200
+2,990
+3% +$61.3K 1.35% 34
2021
Q4 		$1.97M Buy
93,210
+8,090
+10% +$172K 1.28% 35
2021
Q3 		$1.82M Buy
85,120
+31,095
+58% +$670K 1.26% 36
2021
Q2 		$1.16M Buy
54,025
+17,280
+47% +$371K 0.79% 43
2021
Q1 		$783K Buy
+36,745
New +$795K 0.58% 48

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

New Potomac Partners's BSCQ Position: Q3 2024 in Review

New Potomac Partners increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 8.8% in Q3 2024, buying an estimated $298K and bringing the position to 189,664 shares worth $3.71M. The position accounts for 1.91% of the portfolio, ranked #16.

New Potomac Partners first reported a position in BSCQ in Q1 2021 and has held it in 15 quarters since. 337 funds tracked by Wall St. Rank hold BSCQ as of Q3 2024.

  • New Potomac Partners held 189,664 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $3.71M as of Q3 2024.
  • New Potomac Partners bought 15,360 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2024, an estimated $298K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 1.91% of New Potomac Partners's portfolio in Q3 2024, its #16 holding.
  • New Potomac Partners first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • 337 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.