Avior Wealth Management
BSCY icon

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
Q3 		$2.24M Buy
114,791
+72,545
+172% +$1.47M 0.06% 233
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

Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Carroll Advisory Group
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return
Infinity Wealth Counsel
Infinity Wealth Counsel Loveland, Ohio $124M AUM 7.66% 1-Year Est. Return
Butensky & Cohen Financial Security
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Farnam Financial
Farnam Financial Phoenix, Arizona $135M AUM 19.18% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wilkins Miller Wealth Management
Wilkins Miller Wealth Management Mobile, Alabama $177M AUM 10.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management's BSCY Position: Q3 2026 in Review

Avior Wealth Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 172% in Q3 2026, buying an estimated $1.47M and bringing the position to 114,791 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #233.

Avior Wealth Management first reported a position in BSCY in Q4 2024 and has held it in 4 quarters since. 24 funds tracked by Wall St. Rank hold BSCY as of Q3 2026.

  • Avior Wealth Management held 114,791 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $2.24M as of Q3 2026.
  • Avior Wealth Management bought 72,545 Invesco BulletShares 2034 Corporate Bond ETF shares in Q3 2026, an estimated $1.47M.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.06% of Avior Wealth Management's portfolio in Q3 2026, its #233 holding.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • 24 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.