Sargent Bickham Lagudis’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$315K	Buy	16,641 +10,943	+192%	+$206K	0.03%	227
2022 Q3	$107K	Buy	5,698 +3,507	+160%	+$67.6K	0.01%	309
2022 Q2	$43K	Sell	2,191 -1,152	-34%	-$22.4K	﹤0.01%	451
2022 Q1	$67K	Hold	3,343	–	–	0.01%	396
2021 Q4	$71K	Hold	3,343	–	–	0.01%	392
2021 Q3	$72K	Hold	3,343	–	–	0.01%	378
2021 Q2	$72K	Hold	3,343	–	–	0.01%	391
2021 Q1	$71K	Sell	3,343 -2,309	-41%	-$49.9K	0.01%	377
2020 Q4	$124K	Buy	5,652 +2,309	+69%	+$50.3K	0.01%	299
2020 Q3	$72K	Buy	3,343 +1,808	+118%	+$39.3K	0.01%	337
2020 Q2	$33K	Hold	1,535	–	–	﹤0.01%	414
2020 Q1	$30K	Buy	+1,535	New	+$31.4K	﹤0.01%	400

Other funds holding BSCQ

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return