CWA
BSCZ

Carolina Wealth Advisors’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Carolina Wealth Advisors’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 		$5.99M Buy
292,847
+5,156
+2% +$106K 2.35% 7
2026
Q1 		$5.9M Sell
287,691
-6,073
-2% -$126K 2.46% 6
2025
Q4 		$6.11M Sell
293,764
-3,280
-1% -$68.4K 2.73% 12
2025
Q3 		$6.18M Buy
297,044
+281,880
+1,859% +$5.8M 2.67% 13
2025
Q2 		$311K Buy
+15,164
New +$307K 0.15% 55

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
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
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM

Carolina Wealth Advisors's BSCZ Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 1.8% in Q2 2026, buying an estimated $106K and bringing the position to 292,847 shares worth $5.99M. The position accounts for 2.35% of the portfolio, ranked #7.

Carolina Wealth Advisors first reported a position in BSCZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.18M in Q3 2025. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Carolina Wealth Advisors held 292,847 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $5.99M as of Q2 2026.
  • Carolina Wealth Advisors bought 5,156 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $106K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 2.35% of Carolina Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Carolina Wealth Advisors first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Carolina Wealth Advisors's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $6.18M in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.