Waycross Investment Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Waycross Investment Management’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 Q4	–	Sell	-14,285	Closed	-$268K	–	48
2023 Q3	$268K	Sell	14,285 -825	-5%	-$15.6K	0.31%	43
2023 Q2	$286K	Hold	15,110	–	–	0.3%	46
2023 Q1	$290K	Buy	15,110 +1,955	+15%	+$37.2K	0.29%	47
2022 Q4	$249K	Buy	+13,155	New	+$247K	0.25%	51

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

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

RJFSA

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Waycross Investment Management's BSCQ Position: Q4 2023 in Review

Waycross Investment Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q4 2023, closing a stake of 14,285 shares — an estimated $268K sold.

Waycross Investment Management first reported a position in BSCQ in Q4 2022 and held it in 4 quarters. The position peaked at $290K in Q1 2023. 305 funds tracked by Wall St. Rank hold BSCQ as of Q4 2023.

Waycross Investment Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Waycross Investment Management sold 14,285 Invesco BulletShares 2026 Corporate Bond ETF shares in Q4 2023, an estimated $268K.
Waycross Investment Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2022 and held it in 4 quarters.
Waycross Investment Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $290K in Q1 2023.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q4 2023.

Based on Waycross Investment Management's 13F filing for Q4 2023, filed 10 Jan 2024.