CPC
BSCZ

Cookson Peirce & Co’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Cookson Peirce & Co’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
Q1 		$11M Sell
536,065
-1,192
-0.2% -$24.8K 0.47% 58
2025
Q4 		$11.2M Buy
+537,257
New +$11.2M 0.46% 55

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $348M AUM 14.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $258M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Cookson Peirce & Co's BSCZ Position: Q1 2026 in Review

Cookson Peirce & Co reduced its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 0.22% in Q1 2026, selling an estimated $24.8K and leaving 536,065 shares worth $11M. The position accounts for 0.47% of the portfolio, ranked #58.

Cookson Peirce & Co first reported a position in BSCZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.2M in Q4 2025. 63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

  • Cookson Peirce & Co held 536,065 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $11M as of Q1 2026.
  • Cookson Peirce & Co sold 1,192 Invesco BulletShares 2035 Corporate Bond ETF shares in Q1 2026, an estimated $24.8K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.47% of Cookson Peirce & Co's portfolio in Q1 2026, its #58 holding.
  • Cookson Peirce & Co first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Cookson Peirce & Co's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $11.2M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

Based on Cookson Peirce & Co's 13F filing for Q1 2026, filed 30 Apr 2026.