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BSCY

Atria Investments’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Atria Investments’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 		$2.79M Sell
134,605
-4,834
-3% -$101K 0.03% 556
2025
Q4 		$2.93M Buy
139,439
+12,480
+10% +$263K 0.03% 571
2025
Q3 		$2.67M Buy
126,959
+6,432
+5% +$134K 0.03% 605
2025
Q2 		$2.5M Buy
120,527
+2,012
+2% +$40.9K 0.03% 635
2025
Q1 		$2.43M Buy
118,515
+103,215
+675% +$2.1M 0.03% 630
2024
Q4 		$309K Buy
+15,300
New +$315K ﹤0.01% 1582

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Jones Financial Companies
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

Atria Investments's BSCY Position: Q1 2026 in Review

Atria Investments reduced its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 3.5% in Q1 2026, selling an estimated $101K and leaving 134,605 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #556.

Atria Investments first reported a position in BSCY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.93M in Q4 2025. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Atria Investments held 134,605 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $2.79M as of Q1 2026.
  • Atria Investments sold 4,834 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $101K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.03% of Atria Investments's portfolio in Q1 2026, its #556 holding.
  • Atria Investments first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Atria Investments's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $2.93M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.