FF
BSCY

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
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

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

Farnam Financial's BSCY Position: Q1 2026 in Review

Farnam Financial increased its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 12% in Q1 2026, buying an estimated $141K and bringing the position to 62,834 shares worth $1.3M. The position accounts for 1.07% of the portfolio, ranked #23.

Farnam Financial first reported a position in BSCY in Q3 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Farnam Financial held 62,834 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $1.3M as of Q1 2026.
  • Farnam Financial bought 6,730 Invesco BulletShares 2034 Corporate Bond ETF shares in Q1 2026, an estimated $141K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 1.07% of Farnam Financial's portfolio in Q1 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 7 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Farnam Financial's 13F filing for Q1 2026, filed 28 Apr 2026.