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
Q2 		– Sell
-58,506
Closed -$1.21M – 1659
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 $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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Independent Advisor Alliance's BSCY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2034 Corporate Bond ETF (BSCY) in Q2 2026, closing a stake of 58,506 shares — an estimated $1.21M sold.

Independent Advisor Alliance first reported a position in BSCY in Q4 2024 and held it in 2 quarters. The position peaked at $1.21M in Q1 2026. 95 funds tracked by Wall St. Rank hold BSCY as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2034 Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 58,506 Invesco BulletShares 2034 Corporate Bond ETF shares in Q2 2026, an estimated $1.21M.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2034 Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco BulletShares 2034 Corporate Bond ETF position peaked at $1.21M in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2034 Corporate Bond ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.