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
Q2 		$479K Buy
23,156
+1,611
+7% +$33.4K ﹤0.01% 2212
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 $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

CAPTRUST Financial Advisors's BSCY Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 7.5% in Q2 2026, buying an estimated $33.4K and bringing the position to 23,156 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

CAPTRUST Financial Advisors first reported a position in BSCY in Q3 2025 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • CAPTRUST Financial Advisors held 23,156 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $479K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 1,611 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $33.4K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2212 holding.
  • CAPTRUST Financial Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.