GWSA
BSCY

Global Wealth Strategies & Associates’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Global Wealth Strategies & Associates’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 		$270K Sell
13,078
-1,198
-8% -$24.8K 0.05% 82
2026
Q1 		$295K Sell
14,276
-1,449
-9% -$30.4K 0.07% 65
2025
Q4 		$331K Sell
15,725
-3,832
-20% -$80.7K 0.08% 56
2025
Q3 		$411K Buy
+19,557
New +$407K 0.11% 50

Other funds holding BSCY

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Global Wealth Strategies & Associates's BSCY Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its Invesco BulletShares 2034 Corporate Bond ETF (BSCY) stake by 8.4% in Q2 2026, selling an estimated $24.8K and leaving 13,078 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #82.

Global Wealth Strategies & Associates first reported a position in BSCY in Q3 2025 and has held it in 4 quarters since. The position peaked at $411K in Q3 2025. 66 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • Global Wealth Strategies & Associates held 13,078 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $270K as of Q2 2026.
  • Global Wealth Strategies & Associates sold 1,198 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $24.8K.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.05% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #82 holding.
  • Global Wealth Strategies & Associates first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Global Wealth Strategies & Associates's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $411K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.