EI
BSCZ

Ellevest Inc’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Ellevest Inc’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
Q1 		$1.84M Buy
89,668
+341
+0.4% +$7.08K 0.26% 51
2025
Q4 		$1.86M Buy
+89,327
New +$1.86M 0.26% 55

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $258M AUM
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Ellevest Inc's BSCZ Position: Q1 2026 in Review

Ellevest Inc increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 0.38% in Q1 2026, buying an estimated $7.08K and bringing the position to 89,668 shares worth $1.84M. The position accounts for 0.26% of the portfolio, ranked #51.

Ellevest Inc first reported a position in BSCZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.86M in Q4 2025. 63 funds tracked by Wall St. Rank hold BSCZ as of Q1 2026.

  • Ellevest Inc held 89,668 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $1.84M as of Q1 2026.
  • Ellevest Inc bought 341 Invesco BulletShares 2035 Corporate Bond ETF shares in Q1 2026, an estimated $7.08K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.26% of Ellevest Inc's portfolio in Q1 2026, its #51 holding.
  • Ellevest Inc first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Ellevest Inc's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $1.86M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q1 2026.

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