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

Ellevest 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 Q2	$1.97M	Buy	95,323 +3,081	+3%	+$63.9K	0.23%	64
2026 Q1	$1.91M	Sell	92,242 -236	-0.3%	-$4.95K	0.27%	48
2025 Q4	$1.94M	Buy	92,478 +11,305	+14%	+$238K	0.27%	47
2025 Q3	$1.71M	Buy	81,173 +3,975	+5%	+$82.8K	0.24%	60
2025 Q2	$1.6M	Buy	77,198 +1,842	+2%	+$37.5K	0.26%	56
2025 Q1	$1.54M	Buy	75,356 +6,184	+9%	+$126K	0.1%	68
2024 Q4	$1.4M	Buy	+69,172	New	+$1.42M	0.08%	82

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

Ellevest Inc's BSCY Position: Q2 2026 in Review

Ellevest Inc increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 3.3% in Q2 2026, buying an estimated $63.9K and bringing the position to 95,323 shares worth $1.97M. The position accounts for 0.23% of the portfolio, ranked #64.

Ellevest Inc first reported a position in BSCY in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

Ellevest Inc held 95,323 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $1.97M as of Q2 2026.
Ellevest Inc bought 3,081 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $63.9K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.23% of Ellevest Inc's portfolio in Q2 2026, its #64 holding.
Ellevest Inc first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.