Sax Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Sax Wealth Advisors’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
2026 Q2	$737K	Buy	37,761 +1,748	+5%	+$34.2K	0.03%	271
2026 Q1	$705K	Hold	36,013	–	–	0.03%	235
2025 Q4	$705K	Buy	36,013 +478	+1%	+$9.36K	0.03%	241
2025 Q3	$695K	Buy	35,535 +1,752	+5%	+$34.2K	0.04%	224
2025 Q2	$659K	Buy	33,783 +8,502	+34%	+$166K	0.04%	219
2025 Q1	$492K	Sell	25,281 -87	-0.3%	-$1.7K	0.04%	225
2024 Q4	$493K	Buy	25,368 +1,074	+4%	+$20.9K	0.04%	194
2024 Q3	$475K	Buy	24,294 +9,388	+63%	+$182K	0.04%	163
2024 Q2	$286K	Buy	+14,906	New	+$286K	0.03%	213

Other funds holding BSCQ

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Sax Wealth Advisors's BSCQ Position: Q2 2026 in Review

Sax Wealth Advisors increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 4.9% in Q2 2026, buying an estimated $34.2K and bringing the position to 37,761 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #271.

Sax Wealth Advisors first reported a position in BSCQ in Q2 2024 and has held it in 9 quarters since. 396 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Sax Wealth Advisors held 37,761 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $737K as of Q2 2026.
Sax Wealth Advisors bought 1,748 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $34.2K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #271 holding.
Sax Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
396 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.