W.H. Cornerstone Investments’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

W.H. Cornerstone Investments’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 Q2	–	Sell	-13,872	Closed	-$266K	–	124
2024 Q1	$266K	Sell	13,872 -12,040	-46%	-$232K	0.19%	111
2023 Q4	$500K	Sell	25,912 -4,291	-14%	-$81.3K	0.4%	70
2023 Q3	$567K	Sell	30,203 -4,179	-12%	-$79K	0.5%	63
2023 Q2	$651K	Sell	34,382 -5,242	-13%	-$100K	0.58%	55
2023 Q1	$759K	Buy	39,624 +170	+0.4%	+$3.23K	0.69%	50
2022 Q4	$757K	Buy	39,454 +7,966	+25%	+$150K	0.72%	48
2022 Q3	$584K	Buy	+31,488	New	+$607K	0.62%	53

Other funds holding BSCQ

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

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

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

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

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

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

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

RJFSA

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

HBT

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

W.H. Cornerstone Investments's BSCQ Position: Q2 2024 in Review

W.H. Cornerstone Investments sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2024, closing a stake of 13,872 shares — an estimated $266K sold.

W.H. Cornerstone Investments first reported a position in BSCQ in Q3 2022 and held it in 7 quarters. The position peaked at $759K in Q1 2023. 321 funds tracked by Wall St. Rank hold BSCQ as of Q2 2024.

W.H. Cornerstone Investments reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
W.H. Cornerstone Investments sold 13,872 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2024, an estimated $266K.
W.H. Cornerstone Investments first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q3 2022 and held it in 7 quarters.
W.H. Cornerstone Investments's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $759K in Q1 2023.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2024.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2024, filed 17 Jul 2024.