CAL
BSCZ

Capital Analysts LLC’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Capital Analysts LLC’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 		$54K Hold
2,643
– – ﹤0.01% 979
2026
Q1 		$54K Buy
+2,643
New +$54.9K ﹤0.01% 927

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Analysts LLC's BSCZ Position: Q2 2026 in Review

Capital Analysts LLC held its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) position steady in Q2 2026 at 2,643 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Capital Analysts LLC first reported a position in BSCZ in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Capital Analysts LLC held 2,643 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $54K as of Q2 2026.
  • Capital Analysts LLC left its Invesco BulletShares 2035 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #979 holding.
  • Capital Analysts LLC first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.