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

StrategIQ 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
2023 Q4	$209K	Buy	+10,811	New	+$205K	0.02%	305

Other funds holding BSCQ

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

StrategIQ Financial Group's BSCQ Position: Q4 2023 in Review

StrategIQ Financial Group opened a new position in Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2023: 10,811 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings.

305 funds tracked by Wall St. Rank hold BSCQ as of Q4 2023.

StrategIQ Financial Group held 10,811 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $209K as of Q4 2023.
Invesco BulletShares 2026 Corporate Bond ETF was a new StrategIQ Financial Group position in Q4 2023.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.02% of StrategIQ Financial Group's portfolio in Q4 2023, its #305 holding.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.