Wealthstreet Investment Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-16,000	Closed	-$341K	–	119
2021 Q1	$341K	Hold	16,000	–	–	0.03%	301
2020 Q4	$351K	Hold	16,000	–	–	0.04%	282
2020 Q3	$346K	Hold	16,000	–	–	0.04%	266
2020 Q2	$344K	Buy	+16,000	New	+$335K	0.04%	255

Other funds holding BSCQ

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

MFWM

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

RJFSA

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

Wealthstreet Investment Advisors's BSCQ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2021, closing a stake of 16,000 shares — an estimated $341K sold.

Wealthstreet Investment Advisors first reported a position in BSCQ in Q2 2020 and held it in 4 quarters. The position peaked at $351K in Q4 2020. 115 funds tracked by Wall St. Rank hold BSCQ as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 16,000 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2021, an estimated $341K.
Wealthstreet Investment Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2020 and held it in 4 quarters.
Wealthstreet Investment Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $351K in Q4 2020.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.