CAPTRUST Financial Advisors
BSCY

CAPTRUST Financial Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

CAPTRUST Financial 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 		$446K Buy
21,545
+678
+3% +$14.2K ﹤0.01% 2112
2025
Q4 		$439K Buy
20,867
+8,306
+66% +$175K ﹤0.01% 1981
2025
Q3 		$264K Buy
+12,561
New +$262K ﹤0.01% 2256

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

CAPTRUST Financial Advisors's BSCY Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 3.2% in Q1 2026, buying an estimated $14.2K and bringing the position to 21,545 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

CAPTRUST Financial Advisors first reported a position in BSCY in Q3 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • CAPTRUST Financial Advisors held 21,545 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $446K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 678 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $14.2K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2112 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

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