Avior Wealth Management’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Avior Wealth Management’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 Q2	$873K	Buy	42,246 +22,295	+112%	+$462K	0.02%	388
2026 Q1	$413K	Buy	+19,951	New	+$418K	0.01%	582
2025 Q1	–	Sell	-4,886	Closed	-$98.8K	–	2421
2024 Q4	$98.8K	Buy	+4,886	New	+$101K	﹤0.01%	902

Other funds holding BSCY

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Avior Wealth Management's BSCY Position: Q2 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 112% in Q2 2026, buying an estimated $462K and bringing the position to 42,246 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #388.

Avior Wealth Management first reported a position in BSCY in Q4 2024 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

Avior Wealth Management held 42,246 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $873K as of Q2 2026.
Avior Wealth Management bought 22,295 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $462K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #388 holding.
Avior Wealth Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
12 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.