GWSA
BSCZ

Global Wealth Strategies & Associates’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Global Wealth Strategies & Associates’s Portfolio BSCZ Stock Details BSCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,460
Closed -$30K – 532
2026
Q1 		$30K Buy
1,460
+125
+9% +$2.6K 0.01% 220
2025
Q4 		$27.8K Buy
+1,335
New +$27.9K 0.01% 216

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BWM
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IWC
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BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
FFA
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CWMS
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IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

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

Global Wealth Strategies & Associates sold out of Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) in Q2 2026, closing a stake of 1,460 shares — an estimated $30K sold.

Global Wealth Strategies & Associates first reported a position in BSCZ in Q4 2025 and held it in 2 quarters. The position peaked at $30K in Q1 2026. 11 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Invesco BulletShares 2035 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,460 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $30K.
  • Global Wealth Strategies & Associates first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $30K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

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