BWM
BSCZ

BCS Wealth Management’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

BCS Wealth Management’s Portfolio BSCZ Stock Details BSCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Buy
134,922
+13,211
+11% +$271K 0.5% 45
2026
Q1 		$2.5M Sell
121,711
-109,657
-47% -$2.28M 0.51% 46
2025
Q4 		$4.81M Buy
+231,368
New +$4.83M 0.49% 49

Other funds holding BSCZ

CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
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
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

BCS Wealth Management increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 11% in Q2 2026, buying an estimated $271K and bringing the position to 134,922 shares worth $2.76M. The position accounts for 0.5% of the portfolio, ranked #45.

BCS Wealth Management first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.81M in Q4 2025. 10 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • BCS Wealth Management held 134,922 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $2.76M as of Q2 2026.
  • BCS Wealth Management bought 13,211 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $271K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.5% of BCS Wealth Management's portfolio in Q2 2026, its #45 holding.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • BCS Wealth Management's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $4.81M in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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