CAG
BSCZ

Carroll Advisory Group’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Carroll Advisory Group’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 		$3.29M Buy
160,756
+14,110
+10% +$290K 1.08% 23
2026
Q1 		$3.01M Buy
146,646
+76,865
+110% +$1.6M 1.17% 22
2025
Q4 		$1.45M Buy
+69,781
New +$1.46M 0.63% 35

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
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 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

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

Carroll Advisory Group increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 9.6% in Q2 2026, buying an estimated $290K and bringing the position to 160,756 shares worth $3.29M. The position accounts for 1.08% of the portfolio, ranked #23.

Carroll Advisory Group first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Carroll Advisory Group held 160,756 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $3.29M as of Q2 2026.
  • Carroll Advisory Group bought 14,110 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $290K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 1.08% of Carroll Advisory Group's portfolio in Q2 2026, its #23 holding.
  • Carroll Advisory Group first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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