Clark Asset Management’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Clark Asset Management’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 Q3	$5.36M	Buy	279,003 +67,065	+32%	+$1.34M	0.39%	31
2026 Q2	$4.34M	Buy	211,938 +73,596	+53%	+$1.51M	0.34%	34
2026 Q1	$2.84M	Buy	138,342 +36,732	+36%	+$763K	0.27%	42
2025 Q4	$2.11M	Buy	101,610 +52,102	+105%	+$1.09M	0.22%	46
2025 Q3	$1.03M	Buy	+49,508	New	+$1.02M	0.12%	69

Other funds holding BSCZ

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

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

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

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

LeClair Wealth Partners Dublin, Ohio $233M AUM 19.55% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 7.66% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Clark Asset Management increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 32% in Q3 2026, buying an estimated $1.34M and bringing the position to 279,003 shares worth $5.36M. The position accounts for 0.39% of the portfolio, ranked #31.

Clark Asset Management first reported a position in BSCZ in Q3 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold BSCZ as of Q3 2026.

Clark Asset Management held 279,003 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $5.36M as of Q3 2026.
Clark Asset Management bought 67,065 Invesco BulletShares 2035 Corporate Bond ETF shares in Q3 2026, an estimated $1.34M.
Invesco BulletShares 2035 Corporate Bond ETF made up 0.39% of Clark Asset Management's portfolio in Q3 2026, its #31 holding.
Clark Asset Management first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q3 2026.

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