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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

WSTAM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sargent Bickham Lagudis's BSCQ Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 192% in Q4 2022, buying an estimated $206K and bringing the position to 16,641 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #227.

Sargent Bickham Lagudis first reported a position in BSCQ in Q1 2020 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold BSCQ as of Q4 2022.

Sargent Bickham Lagudis held 16,641 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $315K as of Q4 2022.
Sargent Bickham Lagudis bought 10,943 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2022, an estimated $206K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #227 holding.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2020 and has held it in 12 quarters since.
245 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.