GRR
BSCZ

Golden Reserve Retirement’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Golden Reserve Retirement’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 		$1.45M Buy
70,864
+19,279
+37% +$396K 0.23% 30
2026
Q1 		$1.06M Buy
51,585
+29,723
+136% +$617K 0.22% 24
2025
Q4 		$455K Buy
+21,862
New +$456K 0.08% 60

Other funds holding BSCZ

CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $305M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LWP
LeClair Wealth Partners Dublin, Ohio $193M AUM 25.63% 1-Year Est. Return

Golden Reserve Retirement's BSCZ Position: Q2 2026 in Review

Golden Reserve Retirement increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 37% in Q2 2026, buying an estimated $396K and bringing the position to 70,864 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #30.

Golden Reserve Retirement first reported a position in BSCZ in Q4 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

  • Golden Reserve Retirement held 70,864 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $1.45M as of Q2 2026.
  • Golden Reserve Retirement bought 19,279 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $396K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 0.23% of Golden Reserve Retirement's portfolio in Q2 2026, its #30 holding.
  • Golden Reserve Retirement first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.