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BFC Planning, Inc.’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

BFC Planning, Inc.’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
Q2 		$5.31K Hold
257
– – ﹤0.01% 2654
2026
Q1 		$5.32K Hold
257
– – ﹤0.01% 2288
2025
Q4 		$5.4K Hold
257
– – ﹤0.01% 2325
2025
Q3 		$5.4K Buy
+257
New +$5.35K ﹤0.01% 2167

Other funds holding BSCY

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BFC Planning, Inc.'s BSCY Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) position steady in Q2 2026 at 257 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

BFC Planning, Inc. first reported a position in BSCY in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.4K in Q4 2025. 96 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • BFC Planning, Inc. held 257 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $5.31K as of Q2 2026.
  • BFC Planning, Inc. left its Invesco BulletShares 2034 Corporate Bond ETF share count unchanged in Q2 2026.
  • Invesco BulletShares 2034 Corporate Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2654 holding.
  • BFC Planning, Inc. first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Invesco BulletShares 2034 Corporate Bond ETF position peaked at $5.4K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.