Clark Asset Management’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Clark Asset Management’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	$8.37M	Buy	404,980 +81,885	+25%	+$1.7M	0.66%	27
2026 Q1	$6.69M	Buy	323,095 +62,601	+24%	+$1.31M	0.63%	27
2025 Q4	$5.48M	Buy	260,494 +56,629	+28%	+$1.19M	0.57%	27
2025 Q3	$4.29M	Buy	203,865 +83,629	+70%	+$1.74M	0.5%	28
2025 Q2	$2.49M	Buy	120,236 +19,237	+19%	+$392K	0.34%	35
2025 Q1	$2.07M	Buy	100,999 +38,561	+62%	+$784K	0.35%	32
2024 Q4	$1.26M	Buy	62,438 +27,025	+76%	+$556K	0.24%	42
2024 Q3	$747K	Buy	+35,413	New	+$736K	0.16%	53

Other funds holding BSCY

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IBOK

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Clark Asset Management's BSCY Position: Q2 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 25% in Q2 2026, buying an estimated $1.7M and bringing the position to 404,980 shares worth $8.37M. The position accounts for 0.66% of the portfolio, ranked #27.

Clark Asset Management first reported a position in BSCY in Q3 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

Clark Asset Management held 404,980 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $8.37M as of Q2 2026.
Clark Asset Management bought 81,885 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $1.7M.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.66% of Clark Asset Management's portfolio in Q2 2026, its #27 holding.
Clark Asset Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
12 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.