Butensky & Cohen Financial Security’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Butensky & Cohen Financial Security’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	$1.52M	Buy	74,316 +6,083	+9%	+$125K	0.38%	84
2026 Q1	$1.4M	Buy	68,233 +5,934	+10%	+$123K	0.37%	83
2025 Q4	$1.3M	Buy	62,299 +45,781	+277%	+$955K	0.35%	84
2025 Q3	$344K	Buy	+16,518	New	+$340K	0.1%	91

Other funds holding BSCZ

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

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

CAG

Carroll Advisory Group Texarkana, Texas $305M AUM

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

IWC

Infinity Wealth Counsel Loveland, Ohio $124M AUM 13.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Butensky & Cohen Financial Security's BSCZ Position: Q2 2026 in Review

Butensky & Cohen Financial Security increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 8.9% in Q2 2026, buying an estimated $125K and bringing the position to 74,316 shares worth $1.52M. The position accounts for 0.38% of the portfolio, ranked #84.

Butensky & Cohen Financial Security first reported a position in BSCZ in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

Butensky & Cohen Financial Security held 74,316 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $1.52M as of Q2 2026.
Butensky & Cohen Financial Security bought 6,083 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $125K.
Invesco BulletShares 2035 Corporate Bond ETF made up 0.38% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #84 holding.
Butensky & Cohen Financial Security first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.