Sunbeam Capital Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Sunbeam Capital 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	$2.71M	Buy	139,024 +695	+0.5%	+$13.6K	1.24%	18
2026 Q1	$2.7M	Buy	138,329 +703	+0.5%	+$13.8K	1.55%	15
2025 Q4	$2.69M	Buy	137,626 +703	+0.5%	+$13.8K	1.6%	13
2025 Q3	$2.68M	Buy	136,923 +706	+0.5%	+$13.8K	1.66%	13
2025 Q2	$2.66M	Buy	136,217 +698	+0.5%	+$13.6K	2.01%	9
2025 Q1	$2.64M	Buy	135,519 +4,026	+3%	+$78.4K	2.51%	8
2024 Q4	$2.55M	Buy	+131,493	New	+$2.56M	2.37%	9

Other funds holding BSCQ

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbeam Capital Management's BSCQ Position: Q2 2026 in Review

Sunbeam Capital Management increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 0.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 139,024 shares worth $2.71M. The position accounts for 1.24% of the portfolio, ranked #18.

Sunbeam Capital Management first reported a position in BSCQ in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Sunbeam Capital Management held 139,024 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $2.71M as of Q2 2026.
Sunbeam Capital Management bought 695 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $13.6K.
Invesco BulletShares 2026 Corporate Bond ETF made up 1.24% of Sunbeam Capital Management's portfolio in Q2 2026, its #18 holding.
Sunbeam Capital Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.