CIA
BSCZ

Concurrent Investment Advisors’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Concurrent Investment Advisors’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 		$650K Buy
+31,739
New +$651K 0.01% 1253

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q2 2026: 31,739 shares worth $650K. The stake represents 0.01% of the portfolio and ranks #1253 among its holdings.

71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Concurrent Investment Advisors held 31,739 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $650K as of Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1253 holding.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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