Addison Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Addison Advisors’s Portfolio BSCY Stock Details BSCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.57M	Buy	269,234 +24,220	+10%	+$508K	1.23%	21
2025 Q4	$5.15M	Buy	245,014 +45,252	+23%	+$953K	1.16%	22
2025 Q3	$4.2M	Buy	199,762 +36,292	+22%	+$756K	0.97%	25
2025 Q2	$3.39M	Buy	163,470 +37,226	+29%	+$758K	0.85%	29
2025 Q1	$2.59M	Buy	126,244 +47,339	+60%	+$963K	0.71%	35
2024 Q4	$1.6M	Buy	78,905 +78,325	+13,504%	+$1.61M	0.44%	48
2024 Q3	$12.2K	Buy	+580	New	+$12.1K	﹤0.01%	570

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Addison Advisors's BSCY Position: Q1 2026 in Review

Addison Advisors increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 9.9% in Q1 2026, buying an estimated $508K and bringing the position to 269,234 shares worth $5.57M. The position accounts for 1.23% of the portfolio, ranked #21.

Addison Advisors first reported a position in BSCY in Q3 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

Addison Advisors held 269,234 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $5.57M as of Q1 2026.
Addison Advisors bought 24,220 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $508K.
Invesco BulletShares 2034 Corporate Bond ETF made up 1.23% of Addison Advisors's portfolio in Q1 2026, its #21 holding.
Addison Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.