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Personal Wealth Partners’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-800
Closed -$17K – 118
2021
Q2 		$17K Buy
+800
New +$17.2K 0.01% 225
2020
Q1 		– Sell
-800
Closed -$16K – 130
2019
Q4 		$16K Hold
800
– – 0.01% 207
2019
Q3 		$16K Buy
+800
New +$16.3K 0.01% 214

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MFWM
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EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Personal Wealth Partners's BSCQ Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2021, closing a stake of 800 shares — an estimated $17K sold.

Personal Wealth Partners first reported a position in BSCQ in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 125 funds tracked by Wall St. Rank hold BSCQ as of Q3 2021.

  • Personal Wealth Partners reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 800 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2021, an estimated $17K.
  • Personal Wealth Partners first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $17K in Q2 2021.
  • 125 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.