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

True Link 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
2023 Q2	–	Sell	-640,929	Closed	-$12.3M	–	114
2023 Q1	$12.3M	Sell	640,929 -545,794	-46%	-$10.4M	1.54%	18
2022 Q4	$22.5M	Buy	1,186,723 +74,486	+7%	+$1.4M	3.04%	11
2022 Q3	$20.7M	Buy	1,112,237 +123,470	+12%	+$2.38M	3%	11
2022 Q2	$19.1M	Buy	+988,767	New	+$19.3M	2.88%	10
2022 Q1	–	Sell	-3,751	Closed	-$79K	–	147
2021 Q4	$79K	Buy	3,751 +1,039	+38%	+$22K	0.01%	417
2021 Q3	$58K	Hold	2,712	–	–	0.01%	442
2021 Q2	$58K	Sell	2,712 -2,994	-52%	-$64.3K	0.01%	398
2021 Q1	$122K	Hold	5,706	–	–	0.02%	329
2020 Q4	$125K	Buy	+5,706	New	+$124K	0.02%	345

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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

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

RJFSA

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

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

BCM

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

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

True Link Financial Advisors's BSCQ Position: Q2 2023 in Review

True Link Financial Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2023, closing a stake of 640,929 shares — an estimated $12.3M sold.

True Link Financial Advisors first reported a position in BSCQ in Q4 2020 and held it in 9 quarters. The position peaked at $22.5M in Q4 2022. 268 funds tracked by Wall St. Rank hold BSCQ as of Q2 2023.

True Link Financial Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
True Link Financial Advisors sold 640,929 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2023, an estimated $12.3M.
True Link Financial Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2020 and held it in 9 quarters.
True Link Financial Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $22.5M in Q4 2022.
268 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2023.

Based on True Link Financial Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.