TW
BSCQ icon

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

TrinityPoint Wealth’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
Q4 		$468K Buy
24,067
+7,347
+44% +$143K 0.07% 230
2024
Q3 		$327K Buy
16,720
+4,466
+36% +$86.8K 0.05% 257
2024
Q2 		$235K Buy
+12,254
New +$235K 0.04% 285

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TrinityPoint Wealth's BSCQ Position: Q4 2024 in Review

TrinityPoint Wealth increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 44% in Q4 2024, buying an estimated $143K and bringing the position to 24,067 shares worth $468K. The position accounts for 0.07% of the portfolio, ranked #230.

TrinityPoint Wealth first reported a position in BSCQ in Q2 2024 and has held it in 3 quarters since. 367 funds tracked by Wall St. Rank hold BSCQ as of Q4 2024.

  • TrinityPoint Wealth held 24,067 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $468K as of Q4 2024.
  • TrinityPoint Wealth bought 7,347 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2024, an estimated $143K.
  • Invesco BulletShares 2026 Corporate Bond ETF made up 0.07% of TrinityPoint Wealth's portfolio in Q4 2024, its #230 holding.
  • TrinityPoint Wealth first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 367 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.