CFG Wealth Management Services’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

CFG Wealth Management Services’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	$768K	Hold	37,440	–	–	0.72%	22
2026 Q1	$768K	Buy	37,440 +9,740	+35%	+$202K	0.7%	22
2025 Q4	$576K	Buy	+27,700	New	+$578K	0.53%	27

Other funds holding BSCZ

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFG Wealth Management Services's BSCZ Position: Q2 2026 in Review

CFG Wealth Management Services held its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) position steady in Q2 2026 at 37,440 shares worth $768K. The position accounts for 0.72% of the portfolio, ranked #22.

CFG Wealth Management Services 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.

CFG Wealth Management Services held 37,440 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $768K as of Q2 2026.
CFG Wealth Management Services left its Invesco BulletShares 2035 Corporate Bond ETF share count unchanged in Q2 2026.
Invesco BulletShares 2035 Corporate Bond ETF made up 0.72% of CFG Wealth Management Services's portfolio in Q2 2026, its #22 holding.
CFG Wealth Management Services 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 CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.