XY Planning Network’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

XY Planning Network’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 Q3	$1.08M	Buy	55,506 +2,920	+6%	+$57K	0.12%	148
2026 Q2	$1.03M	Buy	52,586 +1,950	+4%	+$38.1K	0.13%	146
2026 Q1	$988K	Sell	50,636 -29,964	-37%	-$586K	0.16%	128
2025 Q4	$1.58M	Buy	80,600 +48,630	+152%	+$952K	0.28%	90
2025 Q3	$624K	Hold	31,970	–	–	0.21%	99
2025 Q2	$624K	Buy	+31,970	New	+$623K	0.21%	99

Other funds holding BSCQ

SLFPAM

St. Louis Financial Planners Asset Management Chesterfield, Missouri $240M AUM 54.67% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

XY Planning Network's BSCQ Position: Q3 2026 in Review

XY Planning Network increased its Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) stake by 5.6% in Q3 2026, buying an estimated $57K and bringing the position to 55,506 shares worth $1.08M. The position accounts for 0.12% of the portfolio, ranked #148.

XY Planning Network first reported a position in BSCQ in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 113 funds tracked by Wall St. Rank hold BSCQ as of Q3 2026.

XY Planning Network held 55,506 shares of Invesco BulletShares 2026 Corporate Bond ETF worth $1.08M as of Q3 2026.
XY Planning Network bought 2,920 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2026, an estimated $57K.
Invesco BulletShares 2026 Corporate Bond ETF made up 0.12% of XY Planning Network's portfolio in Q3 2026, its #148 holding.
XY Planning Network first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $1.58M in Q4 2025.
113 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.