Sterling Financial Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Sterling Financial Group’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
2025 Q3	$343K	Buy	+17,521	New	+$342K	0.11%	60
2024 Q4	–	Sell	-34,792	Closed	-$681K	–	67
2024 Q3	$681K	Sell	34,792 -3,139	-8%	-$61K	0.29%	33
2024 Q2	$727K	Sell	37,931 -3,645	-9%	-$69.9K	0.33%	31
2024 Q1	$799K	Sell	41,576 -471,725	-92%	-$9.07M	0.38%	30
2023 Q4	$9.91M	Sell	513,301 -26,058	-5%	-$494K	5.88%	8
2023 Q3	$10.1M	Sell	539,359 -43,396	-7%	-$820K	6.36%	8
2023 Q2	$11M	Sell	582,755 -33,223	-5%	-$635K	7.32%	8
2023 Q1	$11.7M	Hold	615,978	–	–	8.94%	3
2022 Q4	$11.7M	Buy	+615,978	New	+$11.6M	8.94%	3

Other funds holding BSCQ

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Sterling Financial Group's BSCQ Position: Q3 2025 in Review

Sterling Financial Group opened a new position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2025: 17,521 shares worth $343K. The stake represents 0.11% of the portfolio and ranks #60 among its holdings. This is a return to the name: Sterling Financial Group previously reported a position in BSCQ as recently as Q3 2024.

Sterling Financial Group first reported a position in BSCQ in Q4 2022 and has held it in 9 quarters since. The position peaked at $11.7M in Q1 2023. 390 funds tracked by Wall St. Rank hold BSCQ as of Q3 2025.

Sterling Financial Group held 17,521 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $343K as of Q3 2025.
Invesco BulletShares 2026 Corporate Bond ETF was a new Sterling Financial Group position in Q3 2025.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.11% of Sterling Financial Group's portfolio in Q3 2025, its #60 holding.
Sterling Financial Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and has held it in 9 quarters since.
Sterling Financial Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $11.7M in Q1 2023.
390 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.