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

United Capital 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
2026 Q1	–	Sell	-10,482	Closed	-$205K	–	1637
2025 Q4	$205K	Sell	10,482 -3,000	-22%	-$58.7K	﹤0.01%	1323
2025 Q3	$264K	Buy	13,482 +500	+4%	+$9.77K	﹤0.01%	1061
2025 Q2	$253K	Sell	12,982 -4,670	-26%	-$91K	﹤0.01%	977
2025 Q1	$344K	Sell	17,652 -5,380	-23%	-$105K	﹤0.01%	847
2024 Q4	$448K	Buy	23,032 +4,200	+22%	+$81.7K	﹤0.01%	764
2024 Q3	$368K	Buy	18,832 +3,063	+19%	+$59.5K	﹤0.01%	814
2024 Q2	$302K	Buy	15,769 +3,120	+25%	+$59.8K	﹤0.01%	847
2024 Q1	$243K	Buy	+12,649	New	+$243K	﹤0.01%	950

Other funds holding BSCQ

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

United Capital Financial Advisors's BSCQ Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q1 2026, closing a stake of 10,482 shares — an estimated $205K sold.

United Capital Financial Advisors first reported a position in BSCQ in Q1 2024 and held it in 8 quarters. The position peaked at $448K in Q4 2024. 406 funds tracked by Wall St. Rank hold BSCQ as of Q1 2026.

United Capital Financial Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
United Capital Financial Advisors sold 10,482 Invesco BulletShares 2026 Corporate Bond ETF shares in Q1 2026, an estimated $205K.
United Capital Financial Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2024 and held it in 8 quarters.
United Capital Financial Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $448K in Q4 2024.
406 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.