Concurrent Investment Advisors’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Concurrent Investment Advisors’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	$659K	Buy	+31,883	New	+$661K	0.01%	1243
2026 Q1	–	Sell	-10,048	Closed	-$211K	–	2073
2025 Q4	$211K	Buy	+10,048	New	+$212K	﹤0.01%	1614

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Concurrent Investment Advisors's BSCY Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q2 2026: 31,883 shares worth $659K. The stake represents 0.01% of the portfolio and ranks #1243 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in BSCY as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in BSCY in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

Concurrent Investment Advisors held 31,883 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $659K as of Q2 2026.
Invesco BulletShares 2034 Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1243 holding.
Concurrent Investment Advisors first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.