Straight Path Wealth Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Straight Path Wealth Management’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	$9.79M	Buy	501,253 +18,598	+4%	+$363K	2.29%	11
2026 Q1	$9.43M	Sell	482,655 -10,053	-2%	-$197K	2.52%	11
2025 Q4	$9.64M	Buy	492,708 +9,297	+2%	+$182K	2.6%	11
2025 Q3	$9.46M	Buy	483,411 +45,269	+10%	+$885K	2.55%	10
2025 Q2	$8.55M	Buy	438,142 +41,941	+11%	+$818K	2.9%	10
2025 Q1	$7.72M	Buy	396,201 +13,537	+4%	+$264K	3.12%	10
2024 Q4	$7.44M	Buy	382,664 +22,501	+6%	+$438K	2.94%	8
2024 Q3	$7.04M	Buy	360,163 +29,151	+9%	+$566K	3.03%	8
2024 Q2	$6.35M	Buy	331,012 +35,780	+12%	+$686K	3.26%	8
2024 Q1	$5.67M	Buy	295,232 +23,147	+9%	+$445K	3.18%	8
2023 Q4	$5.25M	Buy	272,085 +26,555	+11%	+$503K	3.08%	9
2023 Q3	$4.61M	Buy	245,530 +4,506	+2%	+$85.2K	3.13%	8
2023 Q2	$4.57M	Buy	241,024 +19,627	+9%	+$375K	3.13%	8
2023 Q1	$4.24M	Buy	221,397 +16,947	+8%	+$323K	3.37%	9
2022 Q4	$3.87M	Buy	204,450 +180,727	+762%	+$3.4M	3.71%	10
2022 Q3	$442K	Buy	23,723 +2,680	+13%	+$51.7K	0.4%	46
2022 Q2	$405K	Buy	21,043 +5,086	+32%	+$99.1K	0.4%	45
2022 Q1	$319K	Buy	15,957 +490	+3%	+$10K	0.27%	48
2021 Q4	$327K	Buy	+15,467	New	+$328K	0.29%	53

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Straight Path Wealth Management's BSCQ Position: Q2 2026 in Review

Straight Path Wealth Management increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 3.9% in Q2 2026, buying an estimated $363K and bringing the position to 501,253 shares worth $9.79M. The position accounts for 2.29% of the portfolio, ranked #11.

Straight Path Wealth Management first reported a position in BSCQ in Q4 2021 and has held it in 19 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Straight Path Wealth Management held 501,253 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $9.79M as of Q2 2026.
Straight Path Wealth Management bought 18,598 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $363K.
Invesco BulletShares 2026 Corporate Bond ETF made up 2.29% of Straight Path Wealth Management's portfolio in Q2 2026, its #11 holding.
Straight Path Wealth Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.