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
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 $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Beacon Pointe Advisors's BSCY Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 11% in Q1 2026, selling an estimated $29K and leaving 11,090 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Beacon Pointe Advisors first reported a position in BSCY in Q3 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Beacon Pointe Advisors held 11,090 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $230K as of Q1 2026.
  • Beacon Pointe Advisors sold 1,382 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $29K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1666 holding.
  • Beacon Pointe Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $262K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.