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

Sun Financial’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 		$511K Sell
26,144
-1,894
-7% -$37K 0.26% 90
2025
Q4 		$549K Buy
+28,038
New +$549K 0.31% 88

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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Sun Financial's BSCQ Position: Q1 2026 in Review

Sun Financial reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 6.8% in Q1 2026, selling an estimated $37K and leaving 26,144 shares worth $511K. The position accounts for 0.26% of the portfolio, ranked #90.

Sun Financial first reported a position in BSCQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $549K in Q4 2025. 405 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

  • Sun Financial held 26,144 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $511K as of Q1 2026.
  • Sun Financial sold 1,894 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $37K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.26% of Sun Financial's portfolio in Q1 2026, its #90 holding.
  • Sun Financial first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $549K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.