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Schwallier Wealth Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Schwallier Wealth Management’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
2025
Q2 		– Sell
-14,151
Closed -$276K – 55
2025
Q1 		$276K Buy
+14,151
New +$276K 0.2% 45

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Schwallier Wealth Management's BSCQ Position: Q2 2025 in Review

Schwallier Wealth Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2025, closing a stake of 14,151 shares — an estimated $276K sold.

Schwallier Wealth Management first reported a position in BSCQ in Q1 2025 and held it in 1 quarter. The position peaked at $276K in Q1 2025. 393 funds tracked by Wall St. Rank hold BSCQ as of Q2 2025.

  • Schwallier Wealth Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 14,151 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2025, an estimated $276K.
  • Schwallier Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2025 and held it in 1 quarter.
  • Schwallier Wealth Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $276K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2025.

Based on Schwallier Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.