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
Q2 		$11.1M Buy
542,689
+6,624
+1% +$136K 0.37% 58
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 $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM

Cookson Peirce & Co's BSCZ Position: Q2 2026 in Review

Cookson Peirce & Co increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 1.2% in Q2 2026, buying an estimated $136K and bringing the position to 542,689 shares worth $11.1M. The position accounts for 0.37% of the portfolio, ranked #58.

Cookson Peirce & Co first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.2M in Q4 2025. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Cookson Peirce & Co held 542,689 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $11.1M as of Q2 2026.
  • Cookson Peirce & Co bought 6,624 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $136K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.37% of Cookson Peirce & Co's portfolio in Q2 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 3 quarters since.
  • Cookson Peirce & Co's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $11.2M in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.