WA
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WESPAC Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

WESPAC 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 		$261K Sell
13,379
-1,323
-9% -$25.9K 0.14% 148
2025
Q4 		$288K Sell
14,702
-393
-3% -$7.69K 0.16% 134
2025
Q3 		$295K Buy
15,095
+142
+0.9% +$2.77K 0.17% 146
2025
Q2 		$292K Hold
14,953
– – 0.2% 140
2025
Q1 		$291K Sell
14,953
-1,277
-8% -$24.9K 0.24% 123
2024
Q4 		$315K Buy
16,230
+1,800
+12% +$35K 0.23% 133
2024
Q3 		$282K Hold
14,430
– – 0.21% 130
2024
Q2 		$277K Sell
14,430
-12,913
-47% -$248K 0.22% 129
2024
Q1 		$525K Buy
27,343
+811
+3% +$15.6K 0.31% 106
2023
Q4 		$512K Buy
26,532
+11,424
+76% +$217K 0.36% 90
2023
Q3 		$284K Buy
15,108
+2,646
+21% +$50K 0.21% 111
2023
Q2 		$236K Buy
+12,462
New +$238K 0.19% 111

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return