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

Sculati 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 Q3	–	Sell	-11,749	Closed	-$229K	–	125
2025 Q2	$229K	Sell	11,749 -11,893	-50%	-$232K	0.09%	114
2025 Q1	$461K	Sell	23,642 -830	-3%	-$16.2K	0.19%	78
2024 Q4	$475K	Hold	24,472	–	–	0.19%	78
2024 Q3	$479K	Buy	24,472 +1,423	+6%	+$27.6K	0.19%	77
2024 Q2	$442K	Buy	23,049 +2,050	+10%	+$39.3K	0.19%	78
2024 Q1	$403K	Buy	+20,999	New	+$404K	0.17%	80

Other funds holding BSCQ

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

Sculati Wealth Management's BSCQ Position: Q3 2025 in Review

Sculati Wealth Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2025, closing a stake of 11,749 shares — an estimated $229K sold.

Sculati Wealth Management first reported a position in BSCQ in Q1 2024 and held it in 6 quarters. The position peaked at $479K in Q3 2024. 390 funds tracked by Wall St. Rank hold BSCQ as of Q3 2025.

Sculati Wealth Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
Sculati Wealth Management sold 11,749 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2025, an estimated $229K.
Sculati Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2024 and held it in 6 quarters.
Sculati Wealth Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $479K in Q3 2024.
390 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2025.

Based on Sculati Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.