McCarley & Cook Financial Planners’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

McCarley & Cook Financial Planners’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 Q3	$390K	Buy	19,978 +31	+0.2%	+$606	0.3%	34
2026 Q2	$389K	Buy	19,947 +31	+0.2%	+$606	0.3%	33
2026 Q1	$389K	Buy	19,916 +32	+0.2%	+$626	0.34%	32
2025 Q4	$389K	Buy	+19,884	New	+$389K	0.35%	31

Other funds holding BSCQ

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $240M AUM 54.67% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

McCarley & Cook Financial Planners's BSCQ Position: Q3 2026 in Review

McCarley & Cook Financial Planners increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 0.16% in Q3 2026, buying an estimated $606 and bringing the position to 19,978 shares worth $390K. The position accounts for 0.3% of the portfolio, ranked #34.

McCarley & Cook Financial Planners first reported a position in BSCQ in Q4 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold BSCQ as of Q3 2026.

McCarley & Cook Financial Planners held 19,978 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $390K as of Q3 2026.
McCarley & Cook Financial Planners bought 31 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2026, an estimated $606.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.3% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #34 holding.
McCarley & Cook Financial Planners first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
110 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.