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Sound Stewardship’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Sound Stewardship’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
Q3 		$8.6M Buy
440,723
+8,326
+2% +$163K 3.5% 11
2026
Q2 		$8.44M Buy
432,397
+1,221
+0.3% +$23.9K 3.48% 12
2026
Q1 		$8.42M Buy
431,176
+11,859
+3% +$232K 3.86% 11
2025
Q4 		$8.21M Buy
419,317
+19,908
+5% +$390K 3.93% 10
2025
Q3 		$7.81M Buy
399,409
+17,645
+5% +$345K 3.75% 9
2025
Q2 		$7.45M Buy
381,764
+7,819
+2% +$152K 3.84% 8
2025
Q1 		$7.28M Buy
373,945
+6,648
+2% +$129K 4.15% 7
2024
Q4 		$7.14M Buy
367,297
+4,774
+1% +$92.9K 4.24% 7
2024
Q3 		$7.09M Buy
362,523
+12,056
+3% +$234K 3.98% 7
2024
Q2 		$6.72M Buy
350,467
+4,682
+1% +$89.8K 4.08% 7
2024
Q1 		$6.64M Buy
345,785
+14,094
+4% +$271K 4.03% 8
2023
Q4 		$6.4M Buy
331,691
+1,246
+0.4% +$23.6K 4.24% 8
2023
Q3 		$6.21M Buy
330,445
+19,020
+6% +$359K 4.17% 7
2023
Q2 		$5.9M Buy
311,425
+20,414
+7% +$390K 3.88% 9
2023
Q1 		$5.58M Buy
291,011
+178,368
+158% +$3.39M 3.75% 9
2022
Q4 		$2.13M Buy
+112,643
New +$2.12M 1.58% 25

Other funds holding BSCQ

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TF
Tenon Financial Metuchen, New Jersey $331M AUM 12.25% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Stewardship's BSCQ Position: Q3 2026 in Review

Sound Stewardship increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 1.9% in Q3 2026, buying an estimated $163K and bringing the position to 440,723 shares worth $8.6M. The position accounts for 3.5% of the portfolio, ranked #11.

Sound Stewardship first reported a position in BSCQ in Q4 2022 and has held it in 16 quarters since. 49 funds tracked by Wall St. Rank hold BSCQ as of Q3 2026.

  • Sound Stewardship held 440,723 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $8.6M as of Q3 2026.
  • Sound Stewardship bought 8,326 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2026, an estimated $163K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 3.5% of Sound Stewardship's portfolio in Q3 2026, its #11 holding.
  • Sound Stewardship first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 49 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.