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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
Q3 		$1.9M Buy
98,620
+5,010
+5% +$100K 1.53% 27
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

GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
CAG
Carroll Advisory Group Texarkana, Texas $317M AUM 11.14% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YP
YANKCOM Partnership Yankton, South Dakota $288M AUM 17.12% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
ES
ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Infinity Wealth Counsel's BSCZ Position: Q3 2026 in Review

Infinity Wealth Counsel increased its Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) stake by 5.4% in Q3 2026, buying an estimated $100K and bringing the position to 98,620 shares worth $1.9M. The position accounts for 1.53% of the portfolio, ranked #27.

Infinity Wealth Counsel first reported a position in BSCZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q2 2026. 14 funds tracked by Wall St. Rank hold BSCZ as of Q3 2026.

  • Infinity Wealth Counsel held 98,620 shares of Invesco BulletShares 2035 Corporate Bond ETF worth $1.9M as of Q3 2026.
  • Infinity Wealth Counsel bought 5,010 Invesco BulletShares 2035 Corporate Bond ETF shares in Q3 2026, an estimated $100K.
  • Invesco BulletShares 2035 Corporate Bond ETF made up 1.53% of Infinity Wealth Counsel's portfolio in Q3 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 5 quarters since.
  • Infinity Wealth Counsel's Invesco BulletShares 2035 Corporate Bond ETF position peaked at $1.92M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Invesco BulletShares 2035 Corporate Bond ETF as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.