BPA
BSCY

Beacon Pointe Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Beacon Pointe Advisors’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 		$230K Buy
11,125
+35
+0.3% +$725 ﹤0.01% 1743
2026
Q1 		$230K Sell
11,090
-1,382
-11% -$29K ﹤0.01% 1666
2025
Q4 		$262K Buy
12,472
+147
+1% +$3.1K ﹤0.01% 1330
2025
Q3 		$259K Buy
+12,325
New +$257K ﹤0.01% 1235

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

Beacon Pointe Advisors's BSCY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 0.32% in Q2 2026, buying an estimated $725 and bringing the position to 11,125 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Beacon Pointe Advisors first reported a position in BSCY in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • Beacon Pointe Advisors held 11,125 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $230K as of Q2 2026.
  • Beacon Pointe Advisors bought 35 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $725.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1743 holding.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Beacon Pointe Advisors's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $262K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.