IAA
BSCY

Independent Advisor Alliance’s Invesco BulletShares 2034 Corporate Bond ETF BSCY Stock Holding History

Independent Advisor Alliance’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 		$1.21M Buy
+58,506
New +$1.23M 0.01% 735
2025
Q1 		– Sell
-17,588
Closed -$356K – 1402
2024
Q4 		$356K Buy
+17,588
New +$362K ﹤0.01% 1066

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

Independent Advisor Alliance's BSCY Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q1 2026: 58,506 shares worth $1.21M. The stake represents 0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in BSCY as recently as Q4 2024.

Independent Advisor Alliance first reported a position in BSCY in Q4 2024 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold BSCY as of Q1 2026.

  • Independent Advisor Alliance held 58,506 shares of Invesco BulletShares 2034 Corporate Bond ETF worth $1.21M as of Q1 2026.
  • Invesco BulletShares 2034 Corporate Bond ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco BulletShares 2034 Corporate Bond ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #735 holding.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.