SRC
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Shufro Rose & Co’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Shufro Rose & Co’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 		$7.92M Sell
405,598
-615,915
-60% -$12M 0.45% 39
2026
Q1 		$20M Sell
1,021,513
-168,241
-14% -$3.29M 1.36% 21
2025
Q4 		$23.3M Buy
1,189,754
+20,080
+2% +$393K 1.58% 20
2025
Q3 		$22.8M Sell
1,169,674
-54,229
-4% -$1.06M 1.86% 14
2025
Q2 		$23.8M Sell
1,223,903
-17,325
-1% -$338K 1.92% 14
2025
Q1 		$24.2M Sell
1,241,228
-267,154
-18% -$5.2M 1.91% 14
2024
Q4 		$29.3M Buy
1,508,382
+322,142
+27% +$6.27M 2.27% 12
2024
Q3 		$22.7M Hold
1,186,240
– – 1.85% 19
2024
Q2 		$22.7M Buy
1,186,240
+68,235
+6% +$1.31M 1.85% 19
2024
Q1 		$21.5M Sell
1,118,005
-1,673,038
-60% -$32.2M 1.77% 19
2023
Q4 		$52.4M Sell
2,791,043
-19,445
-0.7% -$369K 4.98% 2
2023
Q3 		$52.8M Sell
2,810,488
-36,023
-1% -$681K 4.98% 2
2023
Q2 		$53.9M Sell
2,846,511
-498,957
-15% -$9.53M 4.93% 2
2023
Q1 		$64.1M Sell
3,345,468
-58,286
-2% -$1.11M 5.93% 2
2022
Q4 		$64.4M Buy
3,403,754
+3,386,174
+19,262% +$63.7M 5.44% 2
2022
Q3 		$328K Sell
17,580
-5,909
-25% -$114K 0.03% 208
2022
Q2 		$453K Sell
23,489
-5,313,100
-100% -$103M 0.04% 178
2022
Q1 		$107M Buy
+5,336,589
New +$109M 8.22% 1

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
MML Investors Services
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

Shufro Rose & Co's BSCQ Position: Q2 2026 in Review

Shufro Rose & Co reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 60% in Q2 2026, selling an estimated $12M and leaving 405,598 shares worth $7.92M. The position accounts for 0.45% of the portfolio, ranked #39.

Shufro Rose & Co first reported a position in BSCQ in Q1 2022 and has held it in 18 quarters since. The position peaked at $107M in Q1 2022. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Shufro Rose & Co held 405,598 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $7.92M as of Q2 2026.
  • Shufro Rose & Co sold 615,915 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $12M.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.45% of Shufro Rose & Co's portfolio in Q2 2026, its #39 holding.
  • Shufro Rose & Co first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Shufro Rose & Co's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $107M in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.