DPI
BSCY

Diversified Portfolios Inc’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Diversified Portfolios Inc’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
Q1 		– Sell
-14,036
Closed -$295K – 190
2025
Q4 		$295K Buy
+14,036
New +$296K 0.02% 148

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Diversified Portfolios Inc's BSCY Position: Q1 2026 in Review

Diversified Portfolios Inc sold out of Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q1 2026, closing a stake of 14,036 shares — an estimated $295K sold.

Diversified Portfolios Inc first reported a position in BSCY in Q4 2025 and held it in 1 quarter. The position peaked at $295K in Q4 2025. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Diversified Portfolios Inc reported no remaining Invesco BulletShares 2034 Corporate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 14,036 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $295K.
  • Diversified Portfolios Inc first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2025 and held it in 1 quarter.
  • Diversified Portfolios Inc's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $295K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.