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 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

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

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

CAG

Carroll Advisory Group Texarkana, Texas $305M AUM

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

Clark Asset Management increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 53% in Q2 2026, buying an estimated $1.51M and bringing the position to 211,938 shares worth $4.34M. The position accounts for 0.34% of the portfolio, ranked #34.

Clark Asset Management first reported a position in BSCZ in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

Clark Asset Management held 211,938 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $4.34M as of Q2 2026.
Clark Asset Management bought 73,596 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $1.51M.
Invesco BulletShares 2035 Corporate Bond ETF made up 0.34% of Clark Asset Management's portfolio in Q2 2026, its #34 holding.
Clark Asset Management first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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