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Newbridge Financial Services Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Newbridge Financial Services 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
2024
Q1 		– Sell
-88
Closed -$1.7K – 1185
2023
Q4 		$1.7K Hold
88
– – ﹤0.01% 989
2023
Q3 		$1.65K Hold
88
– – ﹤0.01% 1105
2023
Q2 		$1.67K Buy
+88
New +$1.68K ﹤0.01% 1158

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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

Newbridge Financial Services Group's BSCQ Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2024, closing a stake of 88 shares — an estimated $1.7K sold.

Newbridge Financial Services Group first reported a position in BSCQ in Q2 2023 and held it in 3 quarters. The position peaked at $1.7K in Q4 2023. 315 funds tracked by Wall St. Rank hold BSCQ as of Q1 2024.

  • Newbridge Financial Services Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 88 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2024, an estimated $1.7K.
  • Newbridge Financial Services Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2023 and held it in 3 quarters.
  • Newbridge Financial Services Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.7K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.