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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SLFPAM

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Whitener Capital Management's BSCQ Position: Q2 2026 in Review

Whitener Capital Management increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 13% in Q2 2026, buying an estimated $89.3K and bringing the position to 38,439 shares worth $751K. The position accounts for 0.16% of the portfolio, ranked #105.

Whitener Capital Management first reported a position in BSCQ in Q1 2019 and has held it in 11 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Whitener Capital Management held 38,439 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $751K as of Q2 2026.
Whitener Capital Management bought 4,572 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $89.3K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.16% of Whitener Capital Management's portfolio in Q2 2026, its #105 holding.
Whitener Capital Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q1 2019 and has held it in 11 quarters since.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.