Private Client Services’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Private Client Services’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 Q2	–	Sell	-174,380	Closed	-$3.35M	–	140
2024 Q1	$3.35M	Buy	174,380 +62,097	+55%	+$1.19M	2.25%	11
2023 Q4	$2.17M	Buy	+112,283	New	+$2.13M	1.78%	11

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Private Client Services's BSCQ Position: Q2 2024 in Review

Private Client Services sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2024, closing a stake of 174,380 shares — an estimated $3.35M sold.

Private Client Services first reported a position in BSCQ in Q4 2023 and held it in 2 quarters. The position peaked at $3.35M in Q1 2024. 321 funds tracked by Wall St. Rank hold BSCQ as of Q2 2024.

Private Client Services reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Private Client Services sold 174,380 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2024, an estimated $3.35M.
Private Client Services first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2023 and held it in 2 quarters.
Private Client Services's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $3.35M in Q1 2024.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2024.

Based on Private Client Services's 13F filing for Q2 2024, filed 29 Jul 2024.