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 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 $12.7B AUM 17.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return

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

Ellevest Inc's BSCY Position: Q1 2026 in Review

Ellevest Inc reduced its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 0.26% in Q1 2026, selling an estimated $4.95K and leaving 92,242 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #48.

Ellevest Inc first reported a position in BSCY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2025. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

Ellevest Inc held 92,242 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $1.91M as of Q1 2026.
Ellevest Inc sold 236 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $4.95K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.27% of Ellevest Inc's portfolio in Q1 2026, its #48 holding.
Ellevest Inc first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
Ellevest Inc's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $1.94M in Q4 2025.
88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.