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Upturn AI SWOT - About
Invesco BulletShares 2026 Corporate Bond ETF (BSCQ)
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Upturn Advisory Summary
08/01/2025: BSCQ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.56% | Avg. Invested days 130 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.47 | 52 Weeks Range 18.41 - 19.53 | Updated Date 06/29/2025 |
52 Weeks Range 18.41 - 19.53 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco BulletShares 2026 Corporate Bond ETF
ETF Overview
Overview
The Invesco BulletShares 2026 Corporate Bond ETF (BSFQ) is designed to provide investment results that correspond to the price and yield performance of the Nasdaq BulletShares USD Corporate Bond 2026 Index. The fund seeks to provide a defined maturity date, targeting a bond portfolio that matures in the year 2026. It primarily invests in a diversified portfolio of U.S. dollar-denominated investment-grade corporate bonds.
Reputation and Reliability
Invesco is a well-established global investment management firm with a strong reputation and a long track record of providing investment solutions.
Management Expertise
Invesco has a team of experienced portfolio managers and fixed-income specialists managing its BulletShares ETFs.
Investment Objective
Goal
To seek investment results that correspond to the price and yield performance, before fees and expenses, of the Nasdaq BulletShares USD Corporate Bond 2026 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of the Nasdaq BulletShares USD Corporate Bond 2026 Index.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment-grade corporate bonds with a target maturity date in 2026.
Market Position
Market Share: Data unavailable for specific market share.
Total Net Assets (AUM): 298500000
Competitors
Key Competitors
- iShares iBonds Dec 2026 Term Corporate ETF (IBDQ)
Competitive Landscape
The competitive landscape includes other target maturity corporate bond ETFs. BSFQ offers exposure to a specific maturity date, potentially attractive to investors seeking predictable income streams and capital preservation. A potential disadvantage could be higher expense ratio relative to broader market ETFs.
Financial Performance
Historical Performance: Historical performance data varies and should be accessed from reputable financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq BulletShares USD Corporate Bond 2026 Index to evaluate tracking effectiveness.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
BSFQ exhibits moderate trading volume, generally allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and credit spreads influence the ETF's performance. Rising interest rates could negatively impact bond prices, while positive economic data could tighten credit spreads.
Growth Trajectory
The ETF's growth trajectory is influenced by investor demand for defined maturity strategies and the performance of underlying corporate bonds. No significant changes to strategy are apparent.
Moat and Competitive Advantages
Competitive Edge
BSFQ's primary advantage is its defined maturity structure, which appeals to investors seeking predictable cash flows and capital preservation at a specific future date. Its structure helps investors align their bond investments with specific financial goals, like retirement planning. Invesco's brand recognition and established ETF platform also contribute to its competitive position. A slight competitive edge over other similar ETFs may depend on specific index construction or expense ratio.
Risk Analysis
Volatility
BSFQ's volatility is generally lower than equity ETFs, but it is still subject to interest rate risk and credit risk.
Market Risk
The ETF is subject to market risk related to corporate bond yields and creditworthiness of the issuers. Downgrades in credit ratings or defaults by bond issuers can negatively impact the ETF's value.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking a defined maturity bond strategy, income generation, and capital preservation with a target date of 2026.
Market Risk
BSFQ is suitable for long-term investors who want to align their bond portfolio with a specific maturity date and potentially use the proceeds for a future expense or goal.
Summary
The Invesco BulletShares 2026 Corporate Bond ETF (BSFQ) offers investors a targeted maturity strategy focused on investment-grade corporate bonds maturing in 2026. The ETF aims to replicate the Nasdaq BulletShares USD Corporate Bond 2026 Index, providing a predictable income stream and capital preservation potential. The fund is suitable for investors seeking to align their fixed-income investments with specific financial goals and a defined time horizon. Investors should consider the fund's expense ratio, interest rate risk, and credit risk before investing. It's a useful tool for those planning for liabilities or goals in 2026.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco official website
- Nasdaq official website
- Financial news outlets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Market share data may not be readily available.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco BulletShares 2026 Corporate Bond ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index seeks to measure the performance of a portfolio of U.S. dollar-denominated investment grade corporate bonds with maturities or, in some cases, effective maturities in the year 2026 (collectively, 2026 Bonds).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.