Sutton Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Sutton Wealth Advisors’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 Q3	$153K	Sell	8,161 -237	-3%	-$4.48K	0.08%	126
2023 Q2	$159K	Buy	8,398 +2,542	+43%	+$48.6K	0.08%	129
2023 Q1	$112K	Buy	5,856 +1,562	+36%	+$29.7K	0.06%	151
2022 Q4	$81.3K	Hold	4,294	–	–	0.03%	283
2022 Q3	$80K	Sell	4,294 -907	-17%	-$17.5K	0.03%	277
2022 Q2	$100K	Hold	5,201	–	–	0.04%	239
2022 Q1	$104K	Hold	5,201	–	–	0.04%	244
2021 Q4	$110K	Sell	5,201 -1,652	-24%	-$35K	0.04%	242
2021 Q3	$147K	Hold	6,853	–	–	0.05%	204
2021 Q2	$148K	Hold	6,853	–	–	0.05%	207
2021 Q1	$146K	Hold	6,853	–	–	0.06%	202
2020 Q4	$150K	Hold	6,853	–	–	0.06%	186
2020 Q3	$148K	Hold	6,853	–	–	0.07%	170
2020 Q2	$147K	Hold	6,853	–	–	0.08%	167
2020 Q1	$135K	Hold	6,853	–	–	0.08%	162
2019 Q4	$141K	Hold	6,853	–	–	0.07%	183
2019 Q3	$140K	Hold	6,853	–	–	0.08%	180
2019 Q2	$138K	Hold	6,853	–	–	0.08%	175
2019 Q1	$134K	Buy	+6,853	New	+$131K	0.08%	176

Other funds holding BSCQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sutton Wealth Advisors's BSCQ Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 2.8% in Q3 2023, selling an estimated $4.48K and leaving 8,161 shares worth $153K. The position accounts for 0.08% of the portfolio, ranked #126.

Sutton Wealth Advisors first reported a position in BSCQ in Q1 2019 and has held it in 19 quarters since. The position peaked at $159K in Q2 2023. 275 funds tracked by Wall St. Rank hold BSCQ as of Q3 2023.

Sutton Wealth Advisors held 8,161 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $153K as of Q3 2023.
Sutton Wealth Advisors sold 237 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2023, an estimated $4.48K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.08% of Sutton Wealth Advisors's portfolio in Q3 2023, its #126 holding.
Sutton Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2019 and has held it in 19 quarters since.
Sutton Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $159K in Q2 2023.
275 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.