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 Q3	$10.8M	Buy	564,094 +21,405	+4%	+$428K	0.39%	66
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cookson Peirce & Co's BSCZ Position: Q3 2026 in Review

Cookson Peirce & Co increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 3.9% in Q3 2026, buying an estimated $428K and bringing the position to 564,094 shares worth $10.8M. The position accounts for 0.39% of the portfolio, ranked #66.

Cookson Peirce & Co first reported a position in BSCZ in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.2M in Q4 2025. 70 funds tracked by Wall St. Rank hold BSCZ as of Q3 2026.

Cookson Peirce & Co held 564,094 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $10.8M as of Q3 2026.
Cookson Peirce & Co bought 21,405 Invesco BulletShares 2035 Corporate Bond ETF shares in Q3 2026, an estimated $428K.
Invesco BulletShares 2035 Corporate Bond ETF made up 0.39% of Cookson Peirce & Co's portfolio in Q3 2026, its #66 holding.
Cookson Peirce & Co first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 4 quarters since.
Cookson Peirce & Co's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $11.2M in Q4 2025.
70 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.