EH
BSCY

Equitable Holdings’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Equitable Holdings’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 		$5.34M Sell
254,245
-23,210
-8% -$487K 0.03% 414
2025
Q4 		$5.83M Buy
277,455
+19,260
+7% +$406K 0.04% 338
2025
Q3 		$5.43M Buy
258,195
+33,159
+15% +$691K 0.04% 328
2025
Q2 		$4.67M Buy
225,036
+57,007
+34% +$1.16M 0.04% 343
2025
Q1 		$3.44M Buy
168,029
+95,419
+131% +$1.94M 0.03% 380
2024
Q4 		$1.47M Buy
+72,610
New +$1.49M 0.01% 562

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
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

Equitable Holdings's BSCY Position: Q1 2026 in Review

Equitable Holdings reduced its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 8.4% in Q1 2026, selling an estimated $487K and leaving 254,245 shares worth $5.34M. The position accounts for 0.03% of the portfolio, ranked #414.

Equitable Holdings first reported a position in BSCY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.83M in Q4 2025. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Equitable Holdings held 254,245 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $5.34M as of Q1 2026.
  • Equitable Holdings sold 23,210 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $487K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #414 holding.
  • Equitable Holdings first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Equitable Holdings's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $5.83M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.