Carroll Advisory Group’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Carroll Advisory Group’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	$2.54M	Buy	123,009 +7,732	+7%	+$160K	0.83%	30
2026 Q1	$2.39M	Buy	115,277 +34,019	+42%	+$714K	0.93%	30
2025 Q4	$1.71M	Buy	+81,258	New	+$1.71M	0.74%	29

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Carroll Advisory Group's BSCY Position: Q2 2026 in Review

Carroll Advisory Group increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 6.7% in Q2 2026, buying an estimated $160K and bringing the position to 123,009 shares worth $2.54M. The position accounts for 0.83% of the portfolio, ranked #30.

Carroll Advisory Group first reported a position in BSCY in Q4 2025 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

Carroll Advisory Group held 123,009 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $2.54M as of Q2 2026.
Carroll Advisory Group bought 7,732 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $160K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.83% of Carroll Advisory Group's portfolio in Q2 2026, its #30 holding.
Carroll Advisory Group first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.