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Souders Financial Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Souders Financial 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 		$219K Sell
11,239
-264,806
-96% -$5.17M 0.02% 215
2026
Q1 		$5.39M Buy
276,045
+2,432
+0.9% +$47.6K 0.62% 41
2025
Q4 		$5.36M Buy
273,613
+7,923
+3% +$155K 0.61% 41
2025
Q3 		$5.2M Buy
265,690
+13,208
+5% +$258K 0.62% 40
2025
Q2 		$4.93M Buy
252,482
+11,437
+5% +$223K 0.63% 37
2025
Q1 		$4.7M Buy
241,045
+23,129
+11% +$451K 0.66% 35
2024
Q4 		$4.23M Buy
217,916
+15,952
+8% +$310K 0.59% 40
2024
Q3 		$3.95M Buy
201,964
+7,112
+4% +$138K 0.55% 54
2024
Q2 		$3.74M Buy
194,852
+6,542
+3% +$125K 0.56% 46
2024
Q1 		$3.62M Sell
188,310
-7,074
-4% -$136K 0.57% 48
2023
Q4 		$3.77M Buy
195,384
+6,672
+4% +$126K 0.65% 44
2023
Q3 		$3.55M Buy
188,712
+10,129
+6% +$191K 0.68% 43
2023
Q2 		$3.38M Buy
178,583
+350
+0.2% +$6.69K 0.65% 43
2023
Q1 		$3.41M Buy
178,233
+13,971
+9% +$266K 0.73% 38
2022
Q4 		$3.11M Buy
164,262
+13,545
+9% +$255K 0.71% 42
2022
Q3 		$2.81M Buy
150,717
+67,413
+81% +$1.3M 0.76% 40
2022
Q2 		$1.6M Buy
83,304
+3,249
+4% +$63.3K 0.46% 58
2022
Q1 		$1.6M Buy
80,055
+3,815
+5% +$78.2K 0.46% 57
2021
Q4 		$1.61M Buy
76,240
+1,046
+1% +$22.2K 0.46% 57
2021
Q3 		$1.61M Buy
75,194
+2,016
+3% +$43.5K 0.52% 57
2021
Q2 		$1.57M Buy
+73,178
New +$1.57M 0.53% 55

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

Souders Financial Advisors's BSCQ Position: Q2 2026 in Review

Souders Financial Advisors reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 96% in Q2 2026, selling an estimated $5.17M and leaving 11,239 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #215.

Souders Financial Advisors first reported a position in BSCQ in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.39M in Q1 2026. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Souders Financial Advisors held 11,239 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $219K as of Q2 2026.
  • Souders Financial Advisors sold 264,806 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $5.17M.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.02% of Souders Financial Advisors's portfolio in Q2 2026, its #215 holding.
  • Souders Financial Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Souders Financial Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $5.39M in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.