AAS
BSCY

Avantax Advisory Services’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$479K Buy
23,076
+2,245
+11% +$45.7K ﹤0.01% 1610
2025
Q1 		$427K Buy
20,831
+7,921
+61% +$161K ﹤0.01% 1609
2024
Q4 		$261K Buy
+12,910
New +$266K ﹤0.01% 1875

Other funds holding BSCY

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avantax Advisory Services's BSCY Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 11% in Q2 2025, buying an estimated $45.7K and bringing the position to 23,076 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Avantax Advisory Services first reported a position in BSCY in Q4 2024 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold BSCY as of Q2 2025.

  • Avantax Advisory Services held 23,076 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $479K as of Q2 2025.
  • Avantax Advisory Services bought 2,245 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2025, an estimated $45.7K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1610 holding.
  • Avantax Advisory Services first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.