Envestnet Asset Management
BSCZ

Envestnet Asset Management’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Envestnet Asset Management’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
Q2 		$2.98M Buy
145,565
+30,508
+27% +$626K ﹤0.01% 2857
2026
Q1 		$2.36M Buy
115,057
+43,651
+61% +$907K ﹤0.01% 2890
2025
Q4 		$1.49M Buy
+71,406
New +$1.49M ﹤0.01% 3041

Other funds holding BSCZ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $378M AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's BSCZ Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 27% in Q2 2026, buying an estimated $626K and bringing the position to 145,565 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Envestnet Asset Management first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Envestnet Asset Management held 145,565 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $2.98M as of Q2 2026.
  • Envestnet Asset Management bought 30,508 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $626K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2857 holding.
  • Envestnet Asset Management first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.