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

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

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

FFA

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

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

IBOK

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

DCM

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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. 11 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.
11 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.