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

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

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return