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

CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
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
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 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
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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. 11 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.
  • 11 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.