Asset Dedication LLC’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Asset Dedication LLC’s Portfolio BSCZ Stock Details BSCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$179K	Buy	+8,731	New	+$181K	0.01%	323

Other funds holding BSCZ

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

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

CPC

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

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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAG

Carroll Advisory Group Texarkana, Texas $258M AUM

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Asset Dedication LLC's BSCZ Position: Q1 2026 in Review

Asset Dedication LLC opened a new position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q1 2026: 8,731 shares worth $179K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings.

63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

Asset Dedication LLC held 8,731 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $179K as of Q1 2026.
Invesco BulletShares 2035 Corporate Bond ETF was a new Asset Dedication LLC position in Q1 2026.
Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #323 holding.
63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.