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BSCZ

Atria Investments’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Atria Investments’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 		$1.09M Sell
53,015
-82,361
-61% -$1.69M 0.01% 1074
2026
Q1 		$2.78M Sell
135,376
-3,880
-3% -$80.6K 0.03% 559
2025
Q4 		$2.9M Buy
+139,256
New +$2.91M 0.03% 576

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

Atria Investments's BSCZ Position: Q2 2026 in Review

Atria Investments reduced its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 61% in Q2 2026, selling an estimated $1.69M and leaving 53,015 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1074.

Atria Investments first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.9M in Q4 2025. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Atria Investments held 53,015 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $1.09M as of Q2 2026.
  • Atria Investments sold 82,361 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $1.69M.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1074 holding.
  • Atria Investments first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Atria Investments's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $2.9M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.