SFPG
BSCQ icon

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

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-1,283
Closed -$27K – 142
2021
Q4 		$27K Hold
1,283
– – 0.01% 273
2021
Q3 		$27K Hold
1,283
– – 0.01% 280
2021
Q2 		$28K Hold
1,283
– – 0.01% 269
2021
Q1 		$27K Buy
+1,283
New +$27.7K 0.02% 268

Other funds holding BSCQ

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Stonebridge Financial Planning Group's BSCQ Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2022, closing a stake of 1,283 shares — an estimated $27K sold.

Stonebridge Financial Planning Group first reported a position in BSCQ in Q1 2021 and held it in 4 quarters. The position peaked at $28K in Q2 2021. 154 funds tracked by Wall St. Rank hold BSCQ as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,283 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2022, an estimated $27K.
  • Stonebridge Financial Planning Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $28K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.