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

Trinity Financial 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
2025
Q4 		– Sell
-10,379
Closed -$203K – 98
2025
Q3 		$203K Buy
+10,379
New +$203K 0.06% 100

Other funds holding BSCQ

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

Trinity Financial Advisors's BSCQ Position: Q4 2025 in Review

Trinity Financial Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2025, closing a stake of 10,379 shares — an estimated $203K sold.

Trinity Financial Advisors first reported a position in BSCQ in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 417 funds tracked by Wall St. Rank hold BSCQ as of Q4 2025.

  • Trinity Financial Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Trinity Financial Advisors sold 10,379 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2025, an estimated $203K.
  • Trinity Financial Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2025 and held it in 1 quarter.
  • Trinity Financial Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $203K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2025.

Based on Trinity Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.