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

WLTH 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 		– Sell
-424,988
Closed -$8.3M – 30
2026
Q1 		$8.3M Buy
424,988
+18,177
+4% +$356K 6.51% 6
2025
Q4 		$7.97M Buy
+406,811
New +$7.96M 6.16% 6

Other funds holding BSCQ

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MML Investors Services
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

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

WLTH Capital Management sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2026, closing a stake of 424,988 shares — an estimated $8.3M sold.

WLTH Capital Management first reported a position in BSCQ in Q4 2025 and held it in 2 quarters. The position peaked at $8.3M in Q1 2026. 395 funds tracked by Wall St. Rank hold BSCQ as of Q2 2026.

  • WLTH Capital Management reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • WLTH Capital Management sold 424,988 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2026, an estimated $8.3M.
  • WLTH Capital Management first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • WLTH Capital Management's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $8.3M in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2026.

Based on WLTH Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.