Infinity Wealth Counsel’s Invesco BulletShares 2035 Corporate Bond ETF BSCZ Stock Holding History

Infinity Wealth Counsel’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	$1.92M	Buy	93,610 +16,240	+21%	+$333K	1.55%	27
2026 Q1	$1.59M	Buy	77,370 +2,950	+4%	+$61.3K	1.46%	28
2025 Q4	$1.55M	Buy	74,420 +55,220	+288%	+$1.15M	1.41%	28
2025 Q3	$399K	Buy	+19,200	New	+$395K	0.39%	48

Other funds holding BSCZ

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

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWMS

CFG Wealth Management Services Indianapolis, Indiana $107M AUM

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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Infinity Wealth Counsel's BSCZ Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 21% in Q2 2026, buying an estimated $333K and bringing the position to 93,610 shares worth $1.92M. The position accounts for 1.55% of the portfolio, ranked #27.

Infinity Wealth Counsel first reported a position in BSCZ in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold BSCZ as of Q2 2026.

Infinity Wealth Counsel held 93,610 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $1.92M as of Q2 2026.
Infinity Wealth Counsel bought 16,240 Invesco BulletShares 2035 Corporate Bond ETF shares in Q2 2026, an estimated $333K.
Invesco BulletShares 2035 Corporate Bond ETF made up 1.55% of Infinity Wealth Counsel's portfolio in Q2 2026, its #27 holding.
Infinity Wealth Counsel first reported a position in Invesco BulletShares 2035 Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.