DWM Financial Group’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

DWM Financial Group’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 Q2	$6.6M	Buy	+314,148	New	+$6.51M	5.89%	6

Other funds holding BSCY

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

DWM Financial Group's BSCY Position: Q2 2026 in Review

DWM Financial Group opened a new position in Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q2 2026: 314,148 shares worth $6.6M. The stake represents 5.89% of the portfolio and ranks #6 among its holdings.

95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

DWM Financial Group held 314,148 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $6.6M as of Q2 2026.
Invesco BulletShares 2034 Corporate Bond ETF was a new DWM Financial Group position in Q2 2026.
Invesco BulletShares 2034 Corporate Bond ETF made up 5.89% of DWM Financial Group's portfolio in Q2 2026, its #6 holding.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.