Farnam Financial’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Farnam Financial’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 Q3	$1.3M	Buy	65,675 +3,010	+5%	+$61K	0.96%	23
2026 Q2	$1.29M	Sell	62,665 -169	-0.3%	-$3.5K	0.94%	25
2026 Q1	$1.3M	Buy	62,834 +6,730	+12%	+$141K	1.07%	23
2025 Q4	$1.18M	Buy	56,104 +3,261	+6%	+$68.7K	0.89%	25
2025 Q3	$1.11M	Buy	52,843 +1,236	+2%	+$25.7K	0.86%	28
2025 Q2	$1.07M	Buy	51,607 +7,057	+16%	+$144K	0.96%	26
2025 Q1	$913K	Buy	44,550 +2,016	+5%	+$41K	0.93%	27
2024 Q4	$860K	Buy	42,534 +2,700	+7%	+$55.6K	0.9%	28
2024 Q3	$840K	Buy	+39,834	New	+$828K	0.92%	27

Other funds holding BSCY

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

DWM Financial Group Palatine, Illinois $128M AUM

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

NorthAvenue LLC Columbus, Ohio $142M AUM 13.52% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Infinity Wealth Counsel Loveland, Ohio $124M AUM 7.66% 1-Year Est. Return

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

Farnam Financial's BSCY Position: Q3 2026 in Review

Farnam Financial increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 4.8% in Q3 2026, buying an estimated $61K and bringing the position to 65,675 shares worth $1.3M. The position accounts for 0.96% of the portfolio, ranked #23.

Farnam Financial first reported a position in BSCY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q1 2026. 34 funds tracked by Wall St. Rank hold BSCY as of Q3 2026.

Farnam Financial held 65,675 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $1.3M as of Q3 2026.
Farnam Financial bought 3,010 Invesco BulletShares 2034 Corporate Bond ETF shares in Q3 2026, an estimated $61K.
Invesco BulletShares 2034 Corporate Bond ETF made up 0.96% of Farnam Financial's portfolio in Q3 2026, its #23 holding.
Farnam Financial first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Farnam Financial's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $1.3M in Q1 2026.
34 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q3 2026.

Based on Farnam Financial's 13F filing for Q3 2026, filed 21 Oct 2026.