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 Q3	$9.27M	Buy	474,769 +69,789	+17%	+$1.41M	0.68%	26
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

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $563M AUM 12.49% 1-Year Est. Return

DWM Financial Group Palatine, Illinois $128M AUM

Clark Asset Management's BSCY Position: Q3 2026 in Review

Clark Asset Management increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 17% in Q3 2026, buying an estimated $1.41M and bringing the position to 474,769 shares worth $9.27M. The position accounts for 0.68% of the portfolio, ranked #26.

Clark Asset Management first reported a position in BSCY in Q3 2024 and has held it in 9 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q3 2026.

Clark Asset Management held 474,769 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $9.27M as of Q3 2026.
Clark Asset Management bought 69,789 Invesco BulletShares 2034 Corporate Bond ETF shares in Q3 2026, an estimated $1.41M.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.68% of Clark Asset Management's portfolio in Q3 2026, its #26 holding.
Clark Asset Management first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.