AWM
BSCY

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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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. 95 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.
  • 95 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.