ADL
BSCZ

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
Q2 		$752K Buy
36,721
+27,990
+321% +$575K 0.05% 195
2026
Q1 		$179K Buy
+8,731
New +$181K 0.01% 323

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $378M AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Asset Dedication LLC's BSCZ Position: Q2 2026 in Review

Asset Dedication LLC increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 321% in Q2 2026, buying an estimated $575K and bringing the position to 36,721 shares worth $752K. The position accounts for 0.05% of the portfolio, ranked #195.

Asset Dedication LLC first reported a position in BSCZ in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Asset Dedication LLC held 36,721 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $752K as of Q2 2026.
  • Asset Dedication LLC bought 27,990 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $575K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.05% of Asset Dedication LLC's portfolio in Q2 2026, its #195 holding.
  • Asset Dedication LLC first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.