Aptus Capital Advisors
BSCY icon

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

Aptus Capital 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
Q3 		$99.3M Buy
5,088,875
+1,575,113
+45% +$31.9M 0.63% 36
2026
Q2 		$72.6M Buy
3,513,762
+61,938
+2% +$1.28M 0.5% 43
2026
Q1 		$71.4M Buy
3,451,824
+1,713,746
+99% +$35.9M 0.56% 35
2025
Q4 		$36.5M Buy
+1,738,078
New +$36.6M 0.26% 71

Other funds holding BSCY

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BCS Wealth Management
BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return
DWM Financial Group
DWM Financial Group Palatine, Illinois $128M AUM

Aptus Capital Advisors's BSCY Position: Q3 2026 in Review

Aptus Capital Advisors increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 45% in Q3 2026, buying an estimated $31.9M and bringing the position to 5,088,875 shares worth $99.3M. The position accounts for 0.63% of the portfolio, ranked #36.

Aptus Capital Advisors first reported a position in BSCY in Q4 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q3 2026.

  • Aptus Capital Advisors held 5,088,875 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $99.3M as of Q3 2026.
  • Aptus Capital Advisors bought 1,575,113 Invesco BulletShares 2034 Corporate Bond ETF shares in Q3 2026, an estimated $31.9M.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.63% of Aptus Capital Advisors's portfolio in Q3 2026, its #36 holding.
  • Aptus Capital Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.