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Wambolt & Associates’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Wambolt & Associates’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
Q3 		– Sell
-10,198
Closed -$196K – 197
2024
Q2 		$196K Buy
+10,198
New +$196K 0.06% 200

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wambolt & Associates's BSCQ Position: Q3 2024 in Review

Wambolt & Associates sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2024, closing a stake of 10,198 shares — an estimated $196K sold.

Wambolt & Associates first reported a position in BSCQ in Q2 2024 and held it in 1 quarter. The position peaked at $196K in Q2 2024. 337 funds tracked by Wall St. Rank hold BSCQ as of Q3 2024.

  • Wambolt & Associates reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Wambolt & Associates sold 10,198 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2024, an estimated $196K.
  • Wambolt & Associates first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2024 and held it in 1 quarter.
  • Wambolt & Associates's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $196K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2024.

Based on Wambolt & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.