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SageView Advisory Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

SageView Advisory 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
-10,608
Closed -$204K – 541
2023
Q4 		$204K Hold
10,608
– – 0.01% 611
2023
Q3 		$199K Buy
+10,608
New +$201K 0.01% 511

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

SageView Advisory Group's BSCQ Position: Q1 2024 in Review

SageView Advisory Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2024, closing a stake of 10,608 shares — an estimated $204K sold.

SageView Advisory Group first reported a position in BSCQ in Q3 2023 and held it in 2 quarters. The position peaked at $204K in Q4 2023. 315 funds tracked by Wall St. Rank hold BSCQ as of Q1 2024.

  • SageView Advisory Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 10,608 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2024, an estimated $204K.
  • SageView Advisory Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • SageView Advisory Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $204K in Q4 2023.
  • 315 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.