SGCA
BSCQ icon

Steel Grove Capital Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Steel Grove Capital 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 		$6.96M Buy
356,219
+7,809
+2% +$153K 0.65% 17
2026
Q1 		$6.8M Buy
348,410
+1,551
+0.4% +$30.3K 0.72% 17
2025
Q4 		$6.79M Buy
346,859
+8,673
+3% +$170K 0.71% 16
2025
Q3 		$6.6M Hold
338,186
– – 0.78% 15
2025
Q2 		$6.6M Sell
338,186
-19,543
-5% -$381K 0.78% 15
2025
Q1 		$6.97M Buy
357,729
+17,453
+5% +$340K 1.05% 9
2024
Q4 		$6.61M Sell
340,276
-31,649
-9% -$616K 0.91% 10
2024
Q3 		$7.28M Sell
371,925
-19,180
-5% -$373K 1.02% 9
2024
Q2 		$7.5M Buy
391,105
+37,796
+11% +$725K 1.04% 10
2024
Q1 		$6.79M Buy
353,309
+73,815
+26% +$1.42M 0.9% 9
2023
Q4 		$5.39M Sell
279,494
-13,715
-5% -$260K 0.73% 18
2023
Q3 		$5.51M Buy
293,209
+73,566
+33% +$1.39M 0.74% 18
2023
Q2 		$4.16M Buy
219,643
+44,739
+26% +$855K 0.52% 26
2023
Q1 		$3.35M Buy
174,904
+34,268
+24% +$652K 0.45% 29
2022
Q4 		$2.66M Buy
+140,636
New +$2.64M 0.38% 35

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

Steel Grove Capital Advisors's BSCQ Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 2.2% in Q2 2026, buying an estimated $153K and bringing the position to 356,219 shares worth $6.96M. The position accounts for 0.65% of the portfolio, ranked #17.

Steel Grove Capital Advisors first reported a position in BSCQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.5M in Q2 2024. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • Steel Grove Capital Advisors held 356,219 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $6.96M as of Q2 2026.
  • Steel Grove Capital Advisors bought 7,809 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $153K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.65% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Steel Grove Capital Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Steel Grove Capital Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $7.5M in Q2 2024.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.