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Summit Global Investments’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-28,294
Closed -$554K – 490
2025
Q4 		$554K Buy
+28,294
New +$554K 0.03% 295

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Summit Global Investments's BSCQ Position: Q1 2026 in Review

Summit Global Investments sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2026, closing a stake of 28,294 shares — an estimated $554K sold.

Summit Global Investments first reported a position in BSCQ in Q4 2025 and held it in 1 quarter. The position peaked at $554K in Q4 2025. 406 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

  • Summit Global Investments reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 28,294 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $554K.
  • Summit Global Investments first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Summit Global Investments's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $554K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.