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Summit Investment Advisory Services’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Summit Investment Advisory Services’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
2024
Q3 		– Sell
-170,005
Closed -$3.26M – 75
2024
Q2 		$3.26M Buy
+170,005
New +$3.26M 3.83% 10

Other funds holding BSCQ

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Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Investment Advisory Services's BSCQ Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2024, closing a stake of 170,005 shares — an estimated $3.26M sold.

Summit Investment Advisory Services first reported a position in BSCQ in Q2 2024 and held it in 1 quarter. The position peaked at $3.26M in Q2 2024. 337 funds tracked by Wall St. Rank hold BSCQ as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 170,005 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2024, an estimated $3.26M.
  • Summit Investment Advisory Services first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $3.26M in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.