Whitener Capital Management’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Whitener Capital 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
2026 Q2	$751K	Buy	38,439 +4,572	+13%	+$89.3K	0.16%	105
2026 Q1	$661K	Buy	33,867 +6,650	+24%	+$130K	0.15%	99
2025 Q4	$533K	Buy	27,217 +805	+3%	+$15.8K	0.12%	113
2025 Q3	$517K	Buy	26,412 +1,759	+7%	+$34.4K	0.12%	109
2025 Q2	$481K	Buy	24,653 +1,690	+7%	+$32.9K	0.13%	109
2025 Q1	$447K	Sell	22,963 -415	-2%	-$8.08K	0.13%	111
2024 Q4	$454K	Buy	23,378 +5,636	+32%	+$110K	0.13%	106
2024 Q3	$347K	Buy	+17,742	New	+$345K	0.1%	125
2019 Q4	–	Sell	-4,700	Closed	-$96K	–	178
2019 Q3	$96K	Hold	4,700	–	–	0.05%	171
2019 Q2	$94K	Hold	4,700	–	–	0.05%	174
2019 Q1	$91K	Buy	+4,700	New	+$89.5K	0.06%	166

Other funds holding BSCQ

St. Louis Financial Planners Asset Management Chesterfield, Missouri $188M AUM 63.67% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return