BWM
BSCY

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

BCS 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 		$7.16M Buy
346,682
+7,605
+2% +$158K 1.29% 15
2026
Q1 		$7.02M Sell
339,077
-327,143
-49% -$6.86M 1.43% 15
2025
Q4 		$14M Buy
666,220
+368,933
+124% +$7.77M 1.41% 13
2025
Q3 		$6.25M Buy
297,287
+19,157
+7% +$399K 1.41% 14
2025
Q2 		$5.77M Buy
278,130
+24,451
+10% +$498K 1.24% 16
2025
Q1 		$5.2M Buy
253,679
+35,889
+16% +$730K 1.34% 16
2024
Q4 		$4.4M Buy
217,790
+153,463
+239% +$3.16M 1.1% 22
2024
Q3 		$1.36M Buy
+64,327
New +$1.34M 0.58% 41

Other funds holding BSCY

CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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
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

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

BCS Wealth Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 2.2% in Q2 2026, buying an estimated $158K and bringing the position to 346,682 shares worth $7.16M. The position accounts for 1.29% of the portfolio, ranked #15.

BCS Wealth Management first reported a position in BSCY in Q3 2024 and has held it in 8 quarters since. The position peaked at $14M in Q4 2025. 12 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • BCS Wealth Management held 346,682 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $7.16M as of Q2 2026.
  • BCS Wealth Management bought 7,605 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $158K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 1.29% of BCS Wealth Management's portfolio in Q2 2026, its #15 holding.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • BCS Wealth Management's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $14M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.