Wingate Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Wingate Wealth 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 Q2	$1.4M	Buy	71,513 +475	+0.7%	+$9.28K	0.62%	39
2026 Q1	$1.39M	Buy	71,038 +2,057	+3%	+$40.2K	0.74%	39
2025 Q4	$1.35M	Buy	68,981 +509	+0.7%	+$9.96K	0.75%	38
2025 Q3	$1.34M	Buy	68,472 +528	+0.8%	+$10.3K	0.93%	38
2025 Q2	$1.33M	Buy	67,944 +524	+0.8%	+$10.2K	1.18%	34
2025 Q1	$1.31M	Buy	67,420 +20,697	+44%	+$403K	1.51%	26
2024 Q4	$908K	Buy	+46,723	New	+$909K	0.89%	34

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

Wingate Wealth Advisors's BSCQ Position: Q2 2026 in Review

Wingate Wealth Advisors increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 0.67% in Q2 2026, buying an estimated $9.28K and bringing the position to 71,513 shares worth $1.4M. The position accounts for 0.62% of the portfolio, ranked #39.

Wingate Wealth Advisors first reported a position in BSCQ in Q4 2024 and has held it in 7 quarters since. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

Wingate Wealth Advisors held 71,513 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $1.4M as of Q2 2026.
Wingate Wealth Advisors bought 475 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $9.28K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.62% of Wingate Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Wingate Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.