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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
Q3 		$7.11M Buy
364,094
+7,875
+2% +$154K 0.63% 18
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

SLFPAM
St. Louis Financial Planners Asset Management Chesterfield, Missouri $240M AUM 54.67% 1-Year Est. Return
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
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
Krilogy Financial
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
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Steel Grove Capital Advisors's BSCQ Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 2.2% in Q3 2026, buying an estimated $154K and bringing the position to 364,094 shares worth $7.11M. The position accounts for 0.63% of the portfolio, ranked #18.

Steel Grove Capital Advisors first reported a position in BSCQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.5M in Q2 2024. 71 funds tracked by Wall St. Rank hold BSCQ as of Q3 2026.

  • Steel Grove Capital Advisors held 364,094 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $7.11M as of Q3 2026.
  • Steel Grove Capital Advisors bought 7,875 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2026, an estimated $154K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.63% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #18 holding.
  • Steel Grove Capital Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Steel Grove Capital Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $7.5M in Q2 2024.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.